Job Description

Role Overview

Reporting to the Director, Commercial Sales & Service, BFC, the Commercial Account Manager (CAM) Trainee follows a program of education and skills development to develop, build and retain business relationships by promoting, selling and negotiating business banking services to members and potential members. The CAM Trainee is responsible for proactively identifying and pursuing new sources of business and referring that business to the appropriate specialist within the credit union. They contribute positively to the Business Financial Centre's goals and objectives and that members receive seamless, quality sales and service that meets or exceeds their expectations at all times.

KEY ACCOUNTABILITIES

Responsible to conduct interviews to identifying member needs to promote, sell, and negotiate business-banking products and services to members and prospective members.

Responsible and accountable for providing business-banking financial consulting and advice to members and referring them to other staff or specialists within the credit union as necessary.

Responsible and accountable to conduct credit investigations, security inspections and searches, release security on paid out loans, interpret loan reports and identify further action required to address any problem areas.

Responsible for ensuring profitability of loan through application and negotiation of rates, application and commitment fees, service charges, overdue interests, deposit rates and other non-credit services within the parameters of the competitive market place and departmental policies and practices.

Responsible and accountable for evaluating and approving commercial lines of credits, mortgages, letters of credit and other loan applications within approved lending limits.

Responsible and accountable for ensuring that all credit union policies, procedures , internal controls, pertaining to credit and other areas of assigned portfolio are followed and reported on as required.

Accountable for maintaining current and relevant knowledge of industry trends, local and national events, competitor products and strategies.

Act as a representative for the Credit Union and the Business & Community Financial Centre by being visible in the community and using skills and experience to support community groups and initiatives.

Responsible for supporting Assiniboine Credit Union's Community Development initiatives by working in partnerships with the Manager, Community Economic Development.

Responsible for demonstrating support for workplace-diversity and respectful workplace initiatives.

Understands, respects, and supports ACU's commitment to corporate social responsibility.

Employees are required to keep strictly confidential the affairs of anyone whose private information becomes available to them in the course of their duties.

QUALIFICATIONS

Education and experience

The competencies for the position would typically be acquired through a Bachelor's degree or diploma in business or related discipline, plus three to five years of job related experience, or an equivalent combination of education and experience.

Technical Competencies

Sales and service skills

Relationship management

Negotiation skills

Financial statements and analysis

Commercial credit skills

Accounting skills

Budgeting skills

General knowledge of capital markets

Knowledge of credit union philosophies, principles, legislation, regulations, policies and procedures

Understanding of credit union operations

LOCATION & WORK ENVIRONMENT

This position is anticipated to be a hybrid role.



This position requires to support St. Claude and Elie, MB areas.

Who we are:

As a Certified B Corporation and one of Manitoba's Top Employers (2025), the culture of Assiniboine Credit Union is supportive of the individual while focused on the greater community. 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 Credit Union/ Caisse Assiniboine means that you'll be working for an organization that...


puts people, planet and prosperity first, values diversity and inclusion, 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 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 this position, please submit your resume and cover letter by Wednesday, August 27, 2025 at 4:00 pm CST.

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.