Regional Channel Manager, Reverse Mortgages

4 weeks ago

british columbia canada ca EQ Bank | Equitable Bank Full time
Join a Challenger
Being a traditional bank just isn't our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what's possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you're not afraid of taking on big challenges and redefining the future, you belong with us. You'll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
The Regional Channel Manager, Reverse Mortgages (RCM) is responsible for developing and operationalizing Equitable Bank's in-market plans for its Reverse Mortgage business. Since 2018, Equitable Bank has been on a mission to empower Canadians to retire on their own terms with the support of our "decumulation" products. The Equitable Bank Reverse Mortgage is an important part of this offering, and we have big ambitions.
In addition to sales strategy and delivery, responsibilities will include developing relationships with new and existing referral partners, providing training as well as engaging with borrowers requiring support in their origination activities. Sales targets will be set by management at the beginning of each business year, and the Senior Manager will oversee all sales activity to ensure that these goals are met.
In this role, the RCM must be highly knowledgeable about Equitable Bank's product suite and the broader retirement financing market in order to generate prospective deals and partnerships. This position requires exercising independent judgment to perform the responsibilities described herein.
The Core Responsibilities
  • Relationship Management - 40%
  • The RCM must be a highly organized individual who is self-directed to manage and report on the status of sales and market activity via referral support, direct client outreach and industry development events
  • As a Key member of the Equitable Bank Reverse Mortgage team, establish a high standard of care and behavior with all internal and external stakeholders.
  • Work in tandem with SFR sales team to identify high-potential mortgage brokers, financial advisors and other referral sources, quickly establishing Equitable Bank as a trusted partner.
  • Sales Activities and Achievements – 40%
  • Where applicable, provide consultant-like service to support brokers and advisors in their efforts to establish themselves as reverse mortgage experts. This may include, but is not limited to, providing product training, guidance on marketing, introductions to other industry experts, and business strategy support.
  • In conjunction with the SFR RBMs, discuss, on a weekly basis, with the respective Credit Managers the performance of the reverse mortgage pipeline to maximize production from key brokers as well as challenges and successes around service.
  • Provide mid-level performance analysis of the region, upon request from leadership, as to increase the efficiency of the business development function and be prepared to discuss at National meetings
  • Presentation Skills – 10%
  • Ensuring the presentation is an approved presentation from leadership and/or marketing. Ad Hoc Presentations without approval are not permitted
  • Intimate knowledge of product promotions. Ensuring that they are working with the most recent sales presentation covering topics pertaining to reverse mortgages including Equitable policies on Anti Money Laundering and Terrorist Financing and pertinent compliance requirements
  • Leadership – 10%
  • Take part in industry associations in order to establish an Equitable Bank as a trusted partner and provider of high-quality financial products. As well, seek to collect valuable feedback to support in the advance of products, services and process
  • Drive performance by setting targets that align with corporate objectives and the strategic plan.
  • Set and enforce company standards for operations and quality of service
Let's Talk About You
  • Strong written and verbal skills, in both English and French.
  • At least 10 years of previous sales and or underwriting experience in the mortgage industry
  • 5 years of people management experience in leading sales teams to achieve set targets (would be an asset)
  • Deep understanding of retirement planning and the needs of seniors.
  • Ability to work alone with minimal direction
  • Highly organized individual who can multi-task.
  • Must possess a driver's license which must be in good standing
  • Completion of a post-secondary degree and a graduate degree in business preferred.
  • Outstanding interpersonal and presentation skills
  • Proficient on Microsoft Office – Word, Excel, Access and Power Point
  • Proven book of business focused on mortgage brokers.
  • Previously demonstrated the ability to grow a business
What we offer (For full-time permanent roles)
 Competitive discretionary bonus
Market leading RRSP match program

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