Winnipeg Consulting Role at ACU
Assiniboine Credit Union Ltd • winnipeg, Canada
Role Description
Take action as an Associate Financial Consultant at ACU in Winnipeg, where you'll provide valuable banking advice and services to members in an on-site capacity. This full-time role emphasizes client engagement and financial guidance.
You'll play a vital role at the Fort Richmond Branch, focusing on onboarding members and addressing their financial inquiries. Responsibilities include providing insights on investment options and assisting with basic credit applications while referring specialized needs to experts. Success in this role hinges on relationship building and achieving branch targets.
Key Responsibilities:
• Holistically onboard new members with financial insights
• Support introduction to investment products like term deposits
• Help members with credit applications for loans and credit cards
• Process changes for business memberships accurately
• Uphold compliance with banking regulations
Requirements:
• High school diploma plus 2-3 years financia...
You'll play a vital role at the Fort Richmond Branch, focusing on onboarding members and addressing their financial inquiries. Responsibilities include providing insights on investment options and assisting with basic credit applications while referring specialized needs to experts. Success in this role hinges on relationship building and achieving branch targets.
Key Responsibilities:
• Holistically onboard new members with financial insights
• Support introduction to investment products like term deposits
• Help members with credit applications for loans and credit cards
• Process changes for business memberships accurately
• Uphold compliance with banking regulations
Requirements:
• High school diploma plus 2-3 years financia...