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Relationship Manager
2 months ago
Relationship Manager (RM) - Mission Branch
Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. With nearly 80 years of service in local communities, we are proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.
We are seeking a skilled Relationship Manager to join our team at our Mission Branch. As a key member of our team, you will be responsible for maintaining and growing advisory relationships with our highest value members.
Key Responsibilities:
- Assess members' financial objectives, risk tolerance, and unique needs to provide tailored advice.
- Create holistic financial strategies that encompass investment, lending, protection, and omni-channel day to day banking.
- Facilitate referrals to trusted partners and ensure a smooth transition of the member while maintaining trust.
- Responsible for retention and growth of our segment of highest value members across all lines of business.
- Action product maturity, handling each lead with a holistic advice-based approach to grow relationship and help members to achieve their goals.
- Execute on holistic advice based financial strategies by fulfilling members complex lending, investment, protection, and day to day banking needs.
- Maintain accurate records of member interactions, advice, and transactions, while adhering to internal policy, regulatory compliance, and ethical standards.
- Supporting a positive member experience provides back-up support to all other AC roles when needed.
Requirements:
- At least 3 years or more working in financial services with at least 1 year in an advisory capacity.
- Proven previous experience with mortgage lending and selling mutual funds.
- Mutual funds licensed.
- Demonstrated financial acumen and knowledge of financial products and services.
- Previous experience in a professional financial advisory sales environment.
- Financial acumen skills and knowledge of financial products and services.
- Superior understanding of retail lending, including complex mortgages such as construction and non-traditional mortgages.
- Proven understanding of investments including experience selling mutual funds and developing holistic financial plans.
- Able to develop and build relationships with members and provide advice in a variety of member situations.
- Excellent listening and verbal and written communication skills.
- Proficient with using a variety of technology.
Our Values:
- Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.
- Empower and enable others: We give each other the space, trust, and tools to succeed.
- Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.
- Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.
- Thrive as One Team: We collaborate because it strengthens us.
What's in it for you?
- Inclusive, equitable and accessible workplace: All team members are valued, respected and heard.
- Training and support: We set our employees up for success with training and continued support and access to resources throughout employment.
- Career advancement: We're committed to our employees' growth and development and we want to see you soar.
- Fun and camaraderie: We care deeply about our members and our employees, and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted.
- Competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
- Community focused: We care about giving back to the communities we live, work and play in.
