Corporate Relationship Advisor

Posting Details

Job Details

Description

Build a rewarding career with Steinbach Credit Union

Steinbach Credit Union (SCU) is one of Manitoba’s largest credit unions and among the top 10 in Canada, with over $11 billion in assets. For the past 80 years, we have worked with our members to create relationships based on trust and support. Our goal is to provide advice and recommend products and services that are tailored to meet every member’s individual needs.

Our member-centric approach is a key driver in everything we do, and our level of service is second to none. We provide an environment of trust in which members feel comfortable doing business and they will recommend us to their family and friends. For more information, please visit our .

As the Corporate Relationship Associate you will assist the Corporate Relationship Advisor with delivering exceptional member experience and ensuring sound decision-making by preparing and providing information related to member accounts, following up with opportunities to enhance the member experience and providing advice to our corporate membership in Winnipeg and Steinbach.

An exciting opportunity awaits!

We currently have an opportunity for the Corporate Relationship Advisor to join our Wealth Management team! As the Corporate Relationship Advisor you will enhance the relationship between Corporate memberships and Steinbach Credit Union, by delivering the holistic SCU offering including cash management, business services, Group RSPs etc. You will be working in partnership with the Corporate Relationship Associate to deliver holistic SCU offerings.

Specific Responsibilities

• Build and strengthen member relationships by identifying member needs, cross selling and promoting the appropriate products and services, referring when necessary
• Solicit new members/business through referrals and networking
• Manage and grow current SCU Corporate membership deposit book
• Partner with all business units to actively promote SCU offerings to new and existing members
• Solicit new opportunities leveraging the request for proposal portal to attract corporate, charitable, MUSH, Small to Medium Enterprise, etc. prospects
• Leverage and increase growth and profit potential through service excellence, product knowledge and teamwork
• Build a roadmap for each member to ensure qualified prospects have an opportunity to engage with the team of specialists within the credit union
• Champion new offerings/products/services to enhance the corporate member experience with SCU; for example: Group RSP, Lawyer Trust Accounts, cash management services etc.
• Determine, communicate, and negotiate pricing and terms of credit union products such that value is realized by both the member and SCU
• Key driver in business development activities enhancing the SCU footprint in all relevant markets
• Deliver a needs-based style of service according to SCU's service delivery model
• Respond to member inquiries and resolve member questions and concerns wherever possible, referring more complex issues to the AVP, Wealth & Business Solutions
• Process transactions in the banking system and process applications consistent with member instructions, ensuring accuracy, efficiency, and compliance with regulatory bodies
• Analyze financial information and assess suitability by differentiating between credit union and competitor's products and services to effectively position the value of SCU products and services
• Train and support team members as required
• Work collaboratively with the team to achieve departmental and organizational goals

Qualifications

• Bachelor's Degree or diploma specializing in Business/Sales or equivalent
• 4 to 6 years of job related experience or an equivalent combination of education and experience
• Strong sales background and business acumen
• A Financial Planning Designation would be considered an asset
• Strong negotiating skills
• Advanced knowledge of different corporate/business structures
• Proven Business Development skills, including presentation skills
• Advanced knowledge of lending policies and regulatory environments
• Knowledge of Risk Management principles
• Demonstrated prioritization, organization, and time management skills
• Software proficiency

How we'll reward you

You can look forward to joining an organization that values teamwork and its membership. You will receive a competitive annual salary based on skills and experience. In addition, you will be eligible for variable compensation and matched pension plan per SCU policies. You will also receive a great host of benefits, including:

• Extended medical, dental, vision benefits, plus a health spending account (100% of premiums are paid by SCU)
• Critical Illness insurance, Life insurance, AD&D insurance, and Employee Assistance programs
• Employee Banking benefits (i.e. free chequing account, low interest MasterCard, bonus rate on deposit and lending products)
• Opportunities for professional development
• Clothing allowance
• Free parking at all locations

Accessibility and inclusivity

We believe our employees should represent the diversity of our members and the communities in which we live and serve. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we’ll work with you to meet your needs.

Closing Date: July 23, 2026

We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We thank all candidates for their interest, however, only those selected for an interview will be contacted.

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