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Posted 3 months ago

Personal Banking Advisor (Lending Officer)

@ Cambrian Credit Union

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Winnipeg, Manitoba

Full-time3+ years experience
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SIGNALS

Overview

Cambrian Credit Union is hiring a Personal Banking Advisor, a senior branch role that gives complex credit and deposit advice, builds member relationships and runs annual sales and marketing plans. The work includes processing member transactions such as accounts, cards, lines of credit, mortgages and loans, with support from Wealth and Senior Banking Advisors. The posting states a full-time role with a competitive total compensation package and a defined contribution pension matched at 6%.

Responsibilities:

  • Develop long-term relationships with current and potential members
  • Advise members on complex credit and deposit services
  • Build a sales pipeline and annual sales and marketing plans
  • Process member transactions including accounts, cards, loans and mortgages

Requirements summary:

  • Post-secondary degree, diploma or certificate in business, or equivalent experience
  • 3+ years delivering financial advice on complex credit and deposit services
  • Digital literacy in mobile and digital environments
  • Proficient in Outlook, Word and Excel

Tools & skills

OutlookWordExcel

Benefits mentioned

DentalLife insuranceDisability insuranceRetirement planEmployee assistance
Source and dates

Employer career site / ATS feed · ultipro

Employer posting date
2026-08-14
First seen by our source
2026-10-08
Source record updated
2026-10-16

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SenioritySenior
DepartmentBusiness development
Experience3+ years
Hours per week40 (estimated)
Scheduleday
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
EducationCollege diploma (preferred)
Fields of studybusiness
Perks mentionedRetirement plan, Paid training

Summary and details written by AI from the posting; the employer’s posting is the authority.

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Cambrian Credit Union

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Helping our members achieve financial goals by simplifying banking, saving time & money, and solving financial problems.

Full company description

Cambrian Credit Union was established in 1959. Since then, we have grown to be one of the largest credit unions serving the Winnipeg and Selkirk marketplaces and among the first to launch a virtual division, Achieva Financial in 1998. With more than $4.8 billion in assets and over 70,000 members, we strive to help each of our members build strong financial foundations for making their dreams come true. This is not only our mission, but our core purpose. Everything we do at Cambrian is guided by our five simple values: - Integrity and honesty - Member focused - Competitive - Community involvement - Innovative spirit These simple values ensure that each of our members is guaranteed to receive hassle-free banking day in and day out.

LinkedIn followers
4,581
People associated on LinkedIn
279
Reported office locations
  • 225 Broadway, Winnipeg, Manitoba R3C 5R4, CA
Business categories
  • Finance
  • Financial Services
Other recorded names
  • Cambrian Credit Union
Specialties
  • Personal Banking
  • Mortgages
  • Commercial Banking
  • Wealth Management Services
  • and Virtual Banking
Profile identifies a recruitment agency
No
Reported total investment
0

Currency and observation date were not supplied; this is not a current valuation or a funding round.

View all jobs Website

Cambrian Credit Union was established in 1959. Since then, we have grown to be one of the largest credit unions serving the Winnipeg and Selkirk marketplaces and among the first to launch a virtual division, Achieva Financial in 1998. With more than $4.8 billion in assets and over 70,000 members, we strive to help each of our members build strong financial foundations for making their dreams come true. This is not…

FieldValue
IndustryFinancial Services
Company size201-500 employees
HeadquartersWinnipeg, Manitoba
Organization typePrivately Held
Year founded1959
SpecialtiesPersonal BankingMortgagesCommercial BankingWealth Management Servicesand Virtual Banking
Open jobs on Jobsy4
LinkedInView page
Job description

As a locally based financial institution, Cambrian Credit Union is known for delivering value and innovative new ways of banking to our members. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; and Innovative Spirit.

Cambrian Credit Union is searching for a Personal Banking Advisor experienced in providing complex credit and deposit advice paired with the ability to identify and educate our members on the value of our products and services, to join our growing team.

As a senior member of the branch team, the Personal Banking Advisor provides leadership and expertise and works closely with members on a day-to-day basis to deliver personalized solutions and maintain solid relationships.

In the role of Personal Banking Advisor, you will:

  • Develop and nurture long-lasting relationships with current and potential members.
  • Identify and understand the needs of members and provide financial advice and recommendations on complex credit and deposit services.
  • Develop an effective pipeline of future business opportunities; establish and work an annual sales and marketing plans that include targeting member segments, applying prospecting tactics, utilizing referral networks and sales activity leads.
  • Process a full range of member transactions including, but not limited to opening accounts, debit/credit cards, deposits, lines of credit, mortgages, personal and/or investment loans and related insurance products.
  • Engage the support of Wealth and Senior Banking Advisors and other internal partners to meet the member’s needs.

Your experience:

  • Post secondary degree, diploma or certificate in business, or an equivalent combination of experience in retail/personal financial services
  • You enjoy building relationships with people and want to provide solutions that simplify their finances
  • 3+ years' experience delivering financial advice on complex credit and deposit services
  • Digital literacy, comfort navigating applications in a digital and mobile environment
  • Proficient in PC applications of Outlook, Word & Excel
  • Critical thinker who analyzes information and uses logic to address issues, problems and challenges
  • Ability to work well in an environment with multiple and often changing priorities

Cambrian offers a work environment where teamwork and creative thinking are valued. In addition, we offer continuing professional development and a competitive total compensation package including:

  • Extended health and dental benefit options, up to 80% employer paid premiums dependent on which coverage level chosen
  • Defined Contribution Pension Plan – matched at 6%
  • Short Term Disability, Life Insurance, Long Term Disability, AD&D insurance and EAP
  • Paid sick days, Paid emergency Absent days
  • Customized training, career development planning, and structured onboarding
  • Staff Banking Benefits - Employee interest rates on Credit Union personal loans, lines of credit, mortgages and credit cards
  • Annual Performance appraisals and Merit increase reviews

How to apply:

Please submit your application online (https://www.cambrian.mb.ca/careers). Your resume and cover letter must clearly illustrate how you meet these qualifications.

Cambrian Credit Union would like to thank all applicants for their interest, however, only those selected will be contacted.

Note: Cambrian Credit Union is an equal-opportunity employer. We welcome and encourage applications from individuals with diverse backgrounds, abilities, and experiences. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

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