Wholesale Account Manager growing PAX Labs’ Canadian B2B cannabis - device revenue. Managing distributors, licensed producers, retail chains, forecasting, negotiations, and partner activation.
About the role
- Business Account Manager assessing business loan risk and recommending credit decisions. Growing member relationships and selling financial products for Access Credit Union in Winnipeg.
Responsibilities
- Operate as the primary contact for assigned members, managing the relationship on behalf of the credit union
- Resolve member problems and refer complex issues to the appropriate person or department
- Keep current with market trends and share beneficial information with members and coworkers
- Work directly with Loan Processors to ensure smooth administration of branch documentation
- Retain and expand existing member relationships while pursuing new sources of business
- Identify member needs and sell credit union products and services, including loans, mortgages, deposits, investments, accounts, lines of credit, and credit cards
- Complete and analyze credit applications and make recommendations within established limits and procedures
- Communicate terms and conditions of credit, deposit, and investment products and ensure suitability to member needs and risk tolerance
- Provide clear loan, deposit, and investment instructions for completion of documentation
- Control loan delinquency and maintain a systematic collection procedure for early identification of problem accounts
- Collaborate with team members to achieve organizational and department objectives
- Participate in meetings, planning, and training initiatives
- Maintain knowledge of and adhere to policies and procedures on risk management, confidentiality, security, and fraud prevention
- Perform other tasks and responsibilities assigned by the supervisor
Requirements
- Grade 12 diploma or equivalent
- Business Administration or other post-secondary education is preferred
- Strong interpersonal and communication skills, both verbal and written
- Demonstrated desire to serve others in a friendly and professional manner
- Attention to detail with high degree of accuracy
- Ability to work in fast-paced environment and perform well under pressure
- Strong analytical and problem-solving skills
- Ability to prioritize using sound judgment to make timely and effective decisions
- Strong knowledge of Access Credit Union’s products and services
- Ability to follow standardized regulations
- Advanced knowledge of risk management within the financial industry
- Advanced computer skills
- Willingness to be involved in community events while maintaining a professional image
Benefits
- 100% company paid health benefits
- Employer-matched pension plan
- Continuing education
- Career advancement opportunities within the credit union
- Competitive compensation
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