Relationship Manager
4 days ago
We are seeking a highly skilled Relationship Manager to join our team at Prospera Credit Union. As a key member of our advisory team, you will be responsible for building and maintaining strong relationships with our high-value members, providing tailored financial advice and solutions to meet their unique needs.
Key Responsibilities- Assess and Understand Member Needs: Proficiently assess members' financial objectives, risk tolerance, and unique needs to provide expert advice and guidance.
- Develop and Implement Financial Strategies: Effectively create holistic financial strategies that encompass investment, lending, protection, and day-to-day banking solutions.
- Facilitate Referrals and Transitions: Facilitate referrals to trusted partners and ensure a smooth transition of the member while maintaining trust and confidence.
- Grow and Retain Member Relationships: Responsible for retention and growth of our segment of highest value members across all lines of business.
- Execute on Financial Strategies: Execute on holistic advice-based financial strategies by fulfilling members' complex lending, investment, protection, and day-to-day banking needs.
- Maintain Accurate Records: Maintain accurate records of member interactions, advice, and transactions, while adhering to internal policy, regulatory compliance, and ethical standards.
- Financial Services Experience: At least 3 years or more working in financial services with at least 1 year in an advisory capacity.
- Proven Track Record: Proven previous experience with mortgage lending and selling mutual funds.
- Licenses and Certifications: Mutual funds licensed.
- Financial Acumen: Demonstrated financial acumen and knowledge of financial products and services.
- Professional Sales Environment: Previous experience in a professional financial advisory sales environment.
- Excellent Communication Skills: Excellent listening and verbal and written communication skills.
- Technology Proficiency: Proficient with using a variety of technology.
Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. We are committed to helping our members, communities, and team thrive. Our values include cultivating trusting relationships, empowering and enabling others, leading with curiosity, embracing change and executing with purpose, and thriving as one team.
What We Offer- Inclusive and Equitable Workplace: An inclusive, equitable, and accessible workplace where all team members are valued, respected, and heard.
- Training and Support: Training and continued support and access to resources throughout employment.
- Career Advancement: Career advancement opportunities and a commitment to our employees' growth and development.
- Fun and Camaraderie: A fun and supportive work environment where we care about our members and our employees.
- Competitive Compensation: Competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
- Community Focus: A commitment to giving back to the communities we live, work, and play in.
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