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Full-time
bachelor degree
Bonuses, Matched pension program, Health benefits, Dental benefits
Posted 40d ago
~38 hrs/week
Responsibilities
The Commercial Account Manager manages a portfolio of business members by identifying new business opportunities and providing expert financial advice. They are responsible for evaluating commercial lending products, monitoring portfolio risks, and ensuring exceptional service delivery.
Requirements
Candidates must possess a diploma or degree in Business, Finance, Accounting, or a related field. A minimum of 3 years of lending experience within a financial institution, specifically focusing on small business or banking, is required.
Full job description
Role Overview:
The Commercial Account Manager – Small Business is at the forefront of driving results and managing risks for a designated portfolio of business members and prospects. Reporting to the Manager, CFC - Small Business, you will proactively identify and pursue new business opportunities, referring them to the appropriate specialists within the credit union. Collaborating closely with your team and the Manager, you will ensure that goals are met, and members receive exceptional service that exceeds their expectations. This role supports Assiniboine Credit Union/ Caisse Assiniboine (ACU)’s commitment to commercial, community, rural and agricultural communities, francophone services, values-based banking and ACU’s triple bottom line accountability to people, planet, and prosperity.
Key Responsibilities:
Achieve Sales Targets: Meet personal business targets and track/report on sales goals and results. Play a key role in developing strategies to facilitate goal attainment.
Business Development: Identify new sources of business and develop, retain, and grow relationships by ensuring member needs are met and the relationship contributes positively to the credit union.
Promote and provide advice: Promote, provide advice, and negotiate business-banking services that meet the needs of potential and existing members, ensuring compliance with relevant legislation, regulations, policies, and procedures.
Financial Advice: Provide financial advice relative to business banking, applying knowledge of the member's financial condition and market information to effectively position ACU's products and services.
Quality Member Service: Interpret and understand operating processes, procedures, lending policies, and security requirements to ensure quality and seamless delivery of sales and service to members.
Credit Evaluation and Analysis: Evaluate, write and approve commercial lending products within approved lending limits including the careful analysis of financial statement credit history, business plans and market conditions to ensure sound decision making.
Risk Management: Monitor and manage risks within the portfolio to ensure compliance with credit union policies and procedures. Identify and address potential issues, recommend appropriate actions, and maintain a thorough understanding of lending policies and security requirements to support sound decision-making. Always maintain ongoing compliance with regulatory and legislative requirements.
Industry Knowledge: Maintain current and relevant knowledge of industry trends, competitor products and strategies, as well as the members' industries and local/national events impacting members' affairs.
Community Engagement: Act as a representative for the Credit Union and the Community Financial Centre by being visible in the community and supporting community groups and initiatives.
Values Based Banking: Understand, respect, and support ACU's commitment to values-based banking, workplace diversity, and respectful workplace initiatives.
Education and Experience:
This position requires a diploma or degree in Business, finance, accounting or a related field. Minimum 3 years of lending experience within a financial institution with a focus on small business, not for profit, banking is required. An equivalent combination of education and experience would be considered.
LOCATION & WORK ENVIRONMENT
This is a hybrid role.
Key Occupational Skills:
Advice and Member Service: Basic Understanding in advice and member service, with a focus on relationship management.
Language Proficiency: Proficient in English, with French being a valuable asset, and proficiency in other languages is also advantageous
Commercial Credit: knowledge of commercial credit, accounting, budgeting, and financial management.
Professional Excellence: Demonstrate professional excellence and strong negotiation skills.
Analytical Acumen: Strong financial, analytical, and credit acumen.
Commercial Law: Working understanding of commercial law.
Product Knowledge: knowledge of business products, policies, and procedures, particularly commercial loan and deposit product knowledge.
Technology Proficiency: Working knowledge of credit union technology and computer applications.
Operational Knowledge: Understanding of credit union operations, philosophies, principles, legislation, regulations, policies, and procedures.
Values-Based Banking: Commitment to values-based banking and triple bottom line accountability.
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 position, please submit your application by Friday, August 28, 2026 by 4pm . 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.
ACU is a Manitoba credit union supporting over 140k members and communities in Winnipeg and Thompson.
Industry
Banking
Company size
201-500 employees
Founded
1943
Headquarters
Winnipeg, Manitoba
LinkedIn followers
5,473
At ACU, Money doing more isn’t just a line that appears along with our logo. It’s the guiding principle that represents the way we do business.
The way we run our credit union ensures we remain financially strong and socially, environmentally and ethically responsible, to help make a difference in the lives of thousands of Manitobans.
ACU is one of the largest credit unions in Manitoba serving members in Winnipeg and Thompson and has $6 billion in assets.
We provide competitive benefits and offer meaningful employment in a safe and respectful workplace. ACU is also a mulit-award winning financial institution and has consistently been recognized as a Manitoba Top Employer.
Offices: 200 Main Street, Winnipeg, Manitoba R3C 1A8, CA
How many Sales jobs are open in Winnipeg, Canada right now?
There are currently 425 open sales positions in Winnipeg, Canada listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Winnipeg, Canada?
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Are there remote or hybrid Sales jobs in Winnipeg, Canada?
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