Financial Solutions Specialist I (Bilingual – English/French)

This role is for the Member Communication Centre (MCC). Reporting to the Manager, Financial Solutions, Member Communication Centre, the Financial Solutions Specialist I delivers advice-based financial solutions through virtual channels, supporting members' evolving needs with agility and expertise. They handle both inbound and proactive outreach, deepening relationships, managing moderately complex lending and deposit needs, and referring to specialists when needed, all while prioritizing the member's best interest. This role drives growth, enhances the member experience, and supports ACU’s values-based service model through strong performance and a continuous learning mindset. This role supports Assiniboine Credit Union/ Caisse Assiniboine (ACU)’s commitment to rural and agricultural communities, francophone services, values-based banking and ACU’s triple bottom line accountability to people, planet, and prosperity.

Responsibilities:

• Proactively develop, retain, and grow member relationships by identifying needs through advice-based conversations and delivering tailored financial solutions that align with both short and long-term goals across multiple channels and refer quality opportunities to appropriate internal experts or partner channels when outside of scope.
• Promote and provide advice on a full range of credit union products and services, including loans, lines of credit, overdraft, Home Advantage Plan, credit cards, mortgages, and basic registered/non-registered investments, ensuring clarity and alignment with the member’s financial goals.
• Champion a digital-first mindset by inspiring, educating, and empowering members to embrace digital solutions, such as end-to-end lending through virtual channels, driving engagement and adoption through proactive self-serve advice.
• Responsible for achieving individual sales and referral targets while actively supporting campaigns and outreach activities that contribute to overall MCC sales and service goals in a results and advice-focused environment.
• Resolve member concerns with empathy and professionalism, ensuring service and advice standards are met or exceeded and complex matters are escalated appropriately.
• Ensure compliance with service level agreement (SLA) expectations by responding to member inquiries, requests, and applications promptly and accurately, maintaining high standards of service both internally and externally.
• Develop and maintain a working knowledge of processes, procedures, and industry trends – including competitor products and strategies, to ensure the consistent, high-quality delivery of sales and service to members.
• Apply sound judgment and adhere to established credit union procedures, policies, and security requirements when assessing and processing applications within assigned limits.
• Demonstrate a commitment to values-based banking, shared values, and a respectful, inclusive workplace that reflects the Credit Union’s core principles.
• Always maintain professional confidentiality and privacy.
• Responsible for compliance and risk management, through the execution of internal policies and procedures, always maintain ongoing compliance with regulatory and legislative requirements.
  
  

Qualifications:

The competencies for the position would typically be acquired completion of a high school diploma plus a minimum 1 year of demonstrated experience in a retail banking or lending role. A combination of relevant experience and education will be considered.

Key Occupational skills:

• Bilingual in English and French (verbal and written) – required.
• Strategic thinker with a proven ability to build trust and deliver tailored financial solutions
• Strong interpersonal, verbal, and presentation skills
• Builds authentic, lasting relationships
• Effective decision-maker with sound judgment
• Thrives in fast-paced, complex environments; manages shifting priorities effectively
• Previous experience in a financial institution required
• Proficient in Microsoft Office Suite
• Knowledge of credit union products and services is an asset

Additional Information

• Monday to Friday: Must be available to work anytime between 8:00 a.m. and 8:00 p.m.
• Saturdays: Required to work a minimum of one (1) Saturday per month.
• When scheduled on a Saturday, you will receive a day off during the weekday.
• Flexible work arrangements are available, subject to managers' discretion.

Who we are:

As a Certified B Corporation® and one of Manitoba’s Top Employers (2024), the culture at Assiniboine Credit Union / Caisse Assiniboine is supportive of the individual while focused on the greater community. With the widest geographic reach of any credit union in Manitoba, you’ll be motivated by shared values and encouraged to always think about how, through financial sustainability, we can do more for our members, our employees and our community.

Choosing to work at Assiniboine means that you’ll be working for a uniquely Manitoban credit union that…

• puts people, planet and prosperity first,
• values diversity and inclusion,
• is committed to serving its urban, rural, agricultural, and Francophone communities,
• is focused on social and environmental responsibility,
• supports employees through training programs and long-term career development,
• offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits.

If doing things differently