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Relationship Manager

2 months ago


Vernon, British Columbia, Canada Prospera Credit Union Full time
Unlock Your Potential as a Relationship Manager at Prospera Credit Union

We are seeking a highly skilled and motivated 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 highest value members, providing tailored advice and guidance to help them achieve their financial goals.

Key Responsibilities:
  • Assess and Understand Member Needs: Proficiently assess members' financial objectives, risk tolerance, and unique needs to provide tailored advice and guidance.
  • Develop Holistic Financial Strategies: Effectively create holistic financial strategies that encompass investment, lending, protection, and omni-channel day-to-day banking.
  • Facilitate Referrals and Retention: 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: Promptly action product maturity, handling each lead with a holistic advice-based approach to grow relationship and help members achieve their goals.
  • Execute 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.
  • Support a Positive Member Experience: Supporting a positive member experience, provides back-up support to all other AC roles when needed.
What We're Looking For:
  • Financial Services Experience: At least 3 years or more working in financial services with at least 1 year in an advisory capacity.
  • Mutual Funds Licensed: Proven previous experience with mortgage lending and selling mutual funds.
  • Financial Acumen: Demonstrated financial acumen and knowledge of financial products and services.
  • Professional Experience: 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.
Our Values:

We are committed to our employees' growth and development, and we want to see you soar. We offer a competitive pay, a personalized benefits program, and a generous defined contribution pension plan. We care about giving back to the communities we live, work, and play in. We participate in many community-minded activities throughout the year.

We are an inclusive, equitable, and accessible workplace, where all team members are valued, respected, and heard. We learn from each other's differences, gaining strength through our people and our perspectives.