Assiniboine Credit Union Ltd
Consultant in Banking Services at ACU
Job Description
Join Assiniboine Credit Union in Winnipeg as a Financial Consultant focused on banking services. You'll enhance member relations by providing tailored financial insights in an on-site capacity.
As a key part of the team, you'll assist members with personalized banking and financial strategies, ensuring their immediate and long-term goals are met. Your role will involve advising on credit, mortgages, and investment products while developing meaningful relationships through proactive communication. This position emphasizes community service and support for diverse financial needs.
Key Responsibilities:
• Anticipate member needs to provide insightful financial advice
• Structure lending and mortgage applications for clients
• Enhance member onboarding through financial conversations
• Assist with investment strategies, including registered products
• Conduct proactive outreach to maintain member engagement
Requirements:<...
As a key part of the team, you'll assist members with personalized banking and financial strategies, ensuring their immediate and long-term goals are met. Your role will involve advising on credit, mortgages, and investment products while developing meaningful relationships through proactive communication. This position emphasizes community service and support for diverse financial needs.
Key Responsibilities:
• Anticipate member needs to provide insightful financial advice
• Structure lending and mortgage applications for clients
• Enhance member onboarding through financial conversations
• Assist with investment strategies, including registered products
• Conduct proactive outreach to maintain member engagement
Requirements:<...