Personal Banking Advisor

Cambrian Credit Union • Winnipeg, MB

48d

About The Position

As a locally based financial institution, Cambrian Credit Union is known for
delivering value and innovative new ways of banking to our members. Everything
we do at Cambrian is guided by our five simple values: Integrity and Honesty;
Member Focused; Competitive; Community Involvement; and Innovative Spirit.

Cambrian Credit Union is searching for a Personal Banking Advisor experienced in
providing complex credit and deposit advice paired with the ability to identify
and educate our members on the value of our products and services, to join our
growing team.

As a senior member of the branch team, the Personal Banking Advisor provides
leadership and expertise and works closely with members on a day-to-day basis to
deliver personalized solutions and maintain solid relationships.

Requirements

• Post secondary degree, diploma or certificate in business, or an equivalent combination of experience in retail/personal financial services
• You enjoy building relationships with people and want to provide solutions that simplify their finances
• 3+ years' experience delivering financial advice on complex credit and deposit services
• Digital literacy, comfort navigating applications in a digital and mobile environment
• Proficient in PC applications of Outlook, Word & Excel
• Critical thinker who analyzes information and uses logic to address issues, problems and challenges
• Ability to work well in an environment with multiple and often changing priorities

Responsibilities

• Develop and nurture long-lasting relationships with current and potential members.
• Identify and understand the needs of members and provide financial advice and recommendations on complex credit and deposit services.
• Develop an effective pipeline of future business opportunities; establish and work an annual sales and marketing plans that include targeting member segments, applying prospecting tactics, utilizing referral networks and sales activity leads.
• Process a full range of member transactions including, but not limited to opening accounts, debit/credit cards, deposits, lines of credit, mortgages, personal and/or investment loans and related insurance products.
• Engage the support of Wealth and Small Business Advisors and other internal partners to meet the member’s needs.

Benefits

• Extended health and dental benefit options, up to 80% employer paid premiums dependent on which coverage level chosen
• Defined Contribution Pension Plan – matched at 6%
• Short Term Disability, Life Insurance, Long Term Disability, AD&D insurance and EAP
• Paid sick days, Paid emergency Absent days
• Customized training, career development planning, and structured onboarding
• Staff Banking Benefits - Employee interest rates on Credit Union personal loans, lines of credit, mortgages and credit cards
• Annual Performance appraisals and Merit increase reviews

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 101-250 employees