Personal Banking Advisor

[http://cambrian.mb.ca/images/default-source/default-album/branch.jpg?sfvrsn=a14f4c9_2][https://assets-global.website-files.com/631a0aa3e3d9ea23ef57fd0e/6414c6cdacc6be99f3c49983_Cambrian-Credit-Union-head-office.png] 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. [https://www.google.com/url?sa=i&url=https%3A%2F%2Fbockstael.com%2Fproject%2Fcambrian-credit-union%2F&psig=AOvVaw1ICkQVkFCtGtVu7LinjNcx&ust=1608415945828000&source=images&cd=vfe&ved=0CAIQjRxqFwoTCIie6sPG2O0CFQAAAAAdAAAAABAE]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. In the role of Personal Banking Advisor, you will: * 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. Your experience: * 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 Cambrian offers a work environment where teamwork and creative thinking are valued. In addition, we offer continuing professional development and a competitive total compensation package including: * 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 How to apply: Please submit your application online (https://www.cambrian.mb.ca/careers). Your resume and cover letter must clearly illustrate how you meet these qualifications. Cambrian Credit Union would like to thank all applicants for their interest, however, only those selected will be contacted. Note: Cambrian Credit Union is an equal-opportunity employer. We welcome and encourage applications from individuals with diverse backgrounds, abilities, and experiences. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

The Personal Banking Advisor provides expert financial advice on complex credit and deposit services while building long-lasting relationships with members. They are responsible for developing business pipelines, processing a full range of financial transactions, and collaborating with internal partners to meet member needs.

Candidates must possess a post-secondary degree, diploma, or certificate in business or equivalent experience in retail financial services. A minimum of 3 years of experience delivering complex financial advice and proficiency in digital applications and Microsoft Office are required.

• Extended health and dental insurance • Defined contribution pension plan • Short term disability insurance • Long term disability insurance • Life insurance • AD&D insurance • Employee assistance program • Paid sick days • Paid emergency absence days • Professional development • Staff banking benefits • Employee interest rates on loans and mortgages

• Customer servicePreferred
• LeadershipPreferred
• Financial analysisPreferred

Identified from the job description. Confirm important requirements above.

• Financial advice
• Credit services
• Deposit services
• Relationship management
• Sales planning
• Prospecting
• Referral networking
• Account opening
• Mortgage processing
• Investment loans
• Digital literacy
• Critical thinking
• Customer service
• Leadership
• Financial analysis
• Financial Advising
• Sales Prospecting
• Digital Literacy
• Master Planning
• Interest Rates
• Microsoft Excel
• Financial Institution
• Investments
• Retail Banking
• Mortgage Loans
• Creative Thinking
• Critical Thinking
• Employee Assistance Programs
• Sales
• Financial Services
• Marketing
• Innovation
• Insurance Products
• Loans
• Microsoft Outlook
• Performance Review
• Teamwork
• Honesty

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership
• Personal Banking Advisor
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents

Minimum education

Professional degree

Minimum experience

3+ years

Posting language

English

Working hours

38 hours per week