Assiniboine Credit Union Limited
Swan Lake Branch Associate Consultant
Job Description
Step into a rewarding role as an Associate Financial Consultant at Assiniboine Credit Union in Swan Lake. This full-time position emphasizes delivering personalized financial advice and fostering client connections.
Reporting to the Branch Manager, you will play a crucial role in guiding members through their banking journeys. Your focus will be on practical foundational financial solutions and efficiently managing member referrals to ensure comprehensive support. You will also reinforce ACU's commitment to community-driven values and financial education.
Key Responsibilities:
• Engage new members to determine their banking needs
• Advise on basic investing including RRSPs and TFSAs
• Support members with credit applications and loans
• Manage simple estate processing with professionalism
• Facilitate opening of business memberships and changes
Requirements:
• High school diploma; 2-3 years in finance preferred<...
Reporting to the Branch Manager, you will play a crucial role in guiding members through their banking journeys. Your focus will be on practical foundational financial solutions and efficiently managing member referrals to ensure comprehensive support. You will also reinforce ACU's commitment to community-driven values and financial education.
Key Responsibilities:
• Engage new members to determine their banking needs
• Advise on basic investing including RRSPs and TFSAs
• Support members with credit applications and loans
• Manage simple estate processing with professionalism
• Facilitate opening of business memberships and changes
Requirements:
• High school diploma; 2-3 years in finance preferred<...