Wealth Management Corporate Associate Role (Winnipeg)

Wealth Management Corporate Associate Role (Winnipeg)

16 Sep
|
Steinbach Credit Union
|
Winnipeg

16 Sep

Steinbach Credit Union

Winnipeg

Pursue a fulfilling career as a Corporate Relationship Associate within Wealth Management, located at the Linden Ridge Branch in Winnipeg. Focus on delivering outstanding member experiences and driving service excellence.

In this full-time role, traveling between branches is essential. You will enhance corporate relationships by identifying service opportunities and providing tailored advice to corporate memberships in Winnipeg and Steinbach. Your role involves preparing proposals and efficiently processing banking transactions, ensuring regulatory compliance.

Key Responsibilities: • Identify and engage with prospective corporate clients • Review current opportunities for holistic advice • Process banking transactions accurately and efficiently • Deliver exceptional CAFT services to corporate members • Support business development through teamwork

Requirements: • Grade 12 Diploma and two years of formal business education • 4-6 years of experience in a related position • Proven success in achieving sales targets • Robust organizational and time management skills • Familiarity with corporate structures

Drive growth and innovation in corporate membership services in Winnipeg. #J-18808-Ljbffr

📌 Wealth Management Corporate Associate Role (Winnipeg)
🏢 Steinbach Credit Union
📍 Winnipeg

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