Role Overview
Reporting to the Manager, Business Financial Centre-West, the Commercial Account Manager (CAM) is responsible for the sales and risk management of a designated portfolio of business members and prospects. They are responsible for proactively identifying and pursuing new sources of business and referring that business to the appropriate specialist within the credit union. The Commercial Account Manager works closely with other team members and the Reporting to the Manager, Business Financial Centre-West, to ensure that the goals and objectives are met and that members receive seamless, quality service that meets or exceeds their expectations. The CAM supports Assiniboine Credit Union’s values based sales culture and builds member relationships that add value and contribute positively to the credit union’s growth and sustainability strategies and plans.
Key Accountabilities
- Responsible for meeting personal business targets and for tracking and reporting on personal sales goals and results. Also plays a key role in the development of strategies to facilitate goal attainment.
- Responsible to proactively identify new sources of business and to develop, retain and grow the relationships by ensuring their needs are met and that the relationship contributes positively to the credit union.
- Responsible to promote, sell and negotiate business-banking services to members and potential members, ensuring all products provided are in compliance with relevant legislation, regulations, policies and procedures.
- Responsible for providing financial consulting relative to business banking, applying knowledge of member’s financial condition and other market information to effectively position the products and services of ACU that will mutually benefit the members and ACU.
- Responsible for interpreting and understanding operating processes and procedures, lending policies and security requirements and ensuring that all guidelines are adhered to in order to facilitate quality and seamless delivery of sales and service to member
- responsible for preparing and submitting credit for approval for commercial line of credit, letters of credit, commercial mortgages, overdrafts, and other loan applications.
- Responsible for proactively monitoring delinquency, collecting past due payments and identifying action required to collect, including recommending appropriate legal action and bad debt allowance on assigned accounts.
- Responsible for maintaining current and relevant knowledge of industry trends, competitor products and strategies as well as the members’ industries and local and national events which impact on our members’ affairs.
- Responsible for acting as a representative for the Credit Union and the Business Financial Centre by being visible in the community and using skills and experience to support community groups and initiatives.
- Responsible to understand, respect and support ACU’s commitment to corporate social responsibility, workplace diversity and respectful workplace initiatives.
Education and Experience
This role is designated for the Brandon Manitoba region and its vicinity.
This position requires a Bachelor’s degree in business or finance with two to five years of job related experience or an equivalent combination of education and experience.
Knowledge, Skill, Ability (KSA) Profile
- Sales and service
- Relationship management
- Commercial credit
- An attitude of professional excellence
- Negotiation
- Advanced knowledge of accounting, budgeting and financial management
- Strong financial, analytical and complex credit acumen
- Working understanding of commercial law
- Extensive working knowledge of ACU’s business products, policies and procedures particularly commercial loan and deposit product knowledge
- Working knowledge of credit union technology and computer applications
- Credit union operations, philosophies, principles, legislation, regulations, policies and procedures
- Values based banking and triple bottom line accountability
- The critical interrelationship between social impact, growth and financial sustainability
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,
- 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.
- is focused on social and environmental responsibility,
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
If you are interested in applying for the Full Time position, please submit your application by Monday, August 15th, 2025, 10:00 am. We thank everyone who applies, but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.
