Corporate Relationship Associate - Linden Ridge

Résumé du poste

The Corporate Relationship Associate delivers exceptional member experiences by providing holistic advice and managing corporate accounts. They are responsible for business development, processing transactions, and supporting the creation of proposals to attract new corporate prospects.

Détails du poste

AN EXCITING OPPORTUNITY AWAITS! We currently have an opportunity for the Corporate Relationship Associate to join our Wealth Management team! The Corporate Relationship Associate delivers exceptional member experience and ensures 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. Traveling between branches will be required for this position. SPECIFIC RESPONSIBILITIES * Deliver products and services to members and prospective members by proactively identifying and participating in member contact opportunities * Build and strengthen member relationships by identifying and delivering additional services to existing Corporate Membership including all business products, referring when necessary * Deliver a needs-based style of advice according to SCU’s service delivery model * Prepare and review current opportunities to provide holistic corporate membership advice * Solicit new opportunities leveraging the request for proposal portal to attract corporate, charitable, MUSH, Small to Medium Enterprise, etc. prospects * Serve as a primary point of contact for member inquiries, providing solutions to questions and concerns while partnering with the AVP, Wealth & Business Solutions on more complex issues. * Support the creation and delivery of proposals and presentations * Process transactions in the banking system and process applications consistent with member instructions, ensuring accuracy, efficiency, and compliance with regulatory bodies * Deliver CAFT services to corporate members * Process loan applications for members accurately and efficiently and when outside of discretionary limits, provide recommendations and/or obtain authorization from relevant lending authorities * Analyze financial information and assess suitability of SCU products and services * Work collaboratively to achieve departmental and organizational goals * Foster business development through service excellence and teamwork QUALIFICATIONS * Grade 12 Diploma plus two years of formal business-related education or equivalent * 4 to 6 years of experience in a similar role, or an equivalent combination of education and experience * Demonstrated success achieving sales and business development targets through proactive relationship building, opportunity identification, and solution-based conversations * Working knowledge of lending policies and regulatory environments would be considered an asset * Demonstrated analytical and decision-making skills * Proven business development skills, including presentation skills * Demonstrated prioritization, organization, and time management skills * Working knowledge of different corporate/business structures * Software proficiency 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: SEPTEMBER 24, 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.

Ce que vous ferez

The Corporate Relationship Associate delivers exceptional member experiences by providing holistic advice and managing corporate accounts. They are responsible for business development, processing transactions, and supporting the creation of proposals to attract new corporate prospects.

Exigences

Candidates must have a Grade 12 diploma plus two years of formal business-related education or equivalent. A minimum of 4 to 6 years of experience in a similar role is required, along with demonstrated success in sales and business development.

Compétences indiquées

• Gestion du temps · Souhaitée
• Service à la clientèle · Souhaitée
• Regulatory Compliance · Souhaitée
• Decision Making · Souhaitée
• Vente · Souhaitée
• Communication · Souhaitée
• Analyse financière · Souhaitée
• Business development · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Relationship management
• Business development
• Financial analysis
• Wealth management
• Sales
• Presentation skills
• Time management
• Lending policies
• Regulatory compliance
• Customer service
• Banking systems
• Proposal creation
• Analytical skills
• Decision-making
• Communication
• Sales Prospecting
• Software Proficiency
• Business Development
• Decision Making
• Financial Analysis
• Loans
• Presentations
• Wealth Management
• Relationship Building
• Request For Proposal
• Time Management
• Authorization (Computing)
• Prioritization
• Teamwork

Domaines d’emploi

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership
• Corporate Relationship Manager
• Corporate Development Analyst
• Management and Organization Analysts
• Financial and Investment Analysts