Relationship Manager
1 month ago
We're seeking a Relationship Manager to maintain and grow advisory relationships with our highest value members.
This role involves assessing members' financial objectives, risk tolerance, and unique needs to provide tailored advice.
You'll create holistic financial strategies that encompass investment, lending, protection, and day-to-day banking, and facilitate referrals to trusted partners.
Key responsibilities include:
- Proficiently assessing members' financial objectives, risk tolerance, and unique needs to provide tailored advice.
- Effectively creating holistic financial strategies that encompass investment, lending, protection, and day-to-day banking.
- Facilitating referrals to trusted partners and ensuring a smooth transition of the member.
- Responsible for retention and growth of our segment of highest value members across all lines of business.
- Promptly acting on product maturity and handling each lead with a holistic advice-based approach.
- Executing on holistic advice-based financial strategies by fulfilling members complex lending, investment, protection, and day-to-day banking needs.
- Maintaining accurate records of member interactions, advice, and transactions.
What you bring:
- 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.
- Proven understanding of investments, including experience selling mutual funds.
- 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.
We're proud to be a community-based, purpose-driven organization that offers a full range of financial products and services.
We're committed to our employees' growth and development, and we want to see you soar.
We offer 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're on a continuous journey to ensure every employee and member feels like they belong.
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