Personal Banking Advisor
Job in
Winnipeg, Manitoba, Canada
Listing for:
Cambrian Credit Union
Full Time
position
Listed on 2026-03-02
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales, Financial Consultant
Job Description & How to Apply Below
Job Details
Description
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.
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 servicesYou enjoy building relationships with people and want to provide solutions that simplify their finances3+ years' experience delivering financial advice on complex credit and deposit servicesDigital literacy, comfort navigating applications in a digital and mobile environmentProficient in PC applications of Outlook, Word & ExcelCritical thinker who analyzes information and uses logic to address issues, problems and challengesAbility to work well in an environment with multiple and often changing prioritiesCambrian 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 chosenDefined Contribution Pension Plan – matched at 6%Short Term Disability, Life Insurance, Long Term Disability, AD&D insurance and EAPPaid sick days, Paid emergency Absent daysCustomized training, career development planning, and structured onboardingStaff Banking Benefits - Employee interest rates on Credit Union personal loans, lines of credit, mortgages and credit cardsAnnual Performance appraisals and Merit increase reviews
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