Personal Account Manager

7 months ago

Kingston, Canada Rapport Credit Union Full time

The Personal Account Manager (PAM) will proactively establish, develop and maintain strong member relationships through regular contact and the concept of relationship building to expand member relations and provide the appropriate advice and recommendations to fit their financial needs. By maintaining advanced knowledge of Rapport’s products and services, policies and procedures, the PAM will promote a wide range of financial services, with an emphasis on credit and investment products, and will build and actively seek further potential business opportunities within the community.

**Responsibilities**:

- Promotes a full range of personal banking products and services with emphasis on personal loans, mortgages, lines of credits, deposit and investments products and other Rapport day-to-day services.
- Identifies opportunities to promote, up sell, and cross sell Rapport’s products and day to day services; may conduct pro-active and/or assigned outbound calls during special promotions on products and services.
- Liaises with the front-line staff to provide additional guidance, support, and to leverage opportunities to develop the business with members and cross sell Rapport’s products and services.
- Interviews loan and mortgage applicants by analyzing financial information, assesses credit and ensures compliance, operational and system controls are in accordance with Rapport’s regulatory standards and government regulations.
- Achieves and tracks individual referral and/or sales goals through internal solicitation and outbound calls following established relationship sales techniques; retains existing business alike. Explores member's financial service needs and recommends appropriate products and services with the features and benefits.
- Opens new personal and business accounts by gathering member profile information; updates existing member accounts that require action such as, but not limited to notice of deaths, powers of attorney, account status updates, signing officers, dormancy updates; all while ensuring procedures and guidelines are followed and proper documentation is completed.
- Participates, supports and/or promotes business development activities by being active within the community and through sales excellence, actively solicits membership growth opportunities; some travel throughout the community will be required.
- Provides investment advice and identifies the appropriate solution including registered and non-registered term deposits and TSFA’s that fits and meets the members’ needs. Refers mutual funds investment opportunities to Wealth Management team as required.
- Monitors loans, lines of credit and mortgage delinquencies and collections as needed.
- Resolves any member inquiries, concerns or complaints in a professional and understanding manner ensuring the needs of the members and the credit union are met. Takes ownership when a member experiences a problem and follows through with required adjustments or documentation and ensures correct implementation.
- Maintains advanced knowledge of all Rapport products and services and relevant polices and legislation by completing annual compliance courses, such as, but not limited to: AML, AODA, etc.; and other assigned training courses relevant to role.
- Attends to the accurate and prompt preparation and review of all assigned daily and/or assigned reports, status checking, and other internal accounting reports as required.
- Performs other duties and assignments as directed by management.

**Education and Experience**:

- Post-secondary diploma, degree and/or certification in Business or Accounting or related field or an equivalent combination of education and experience.
- Five (5) years' related experience and/or in a sales role within a financial institution.
- Previous experience working with a Loans Origination System, an asset.

**Required Knowledge, Skills and Abilities**:

- Exceptional customer service with excellent relationship building skills.
- Ability to recognize needs and services that meet member’s needs.
- In-depth knowledge of deposit and lending products; advanced credit and interviewing techniques with experience in providing credit solutions.
- Proven success in growing the business and establishing community and member relationships.
- Demonstrated ability to build networks and identify key contacts.
- Working knowledge for POAs and Estates, an asset.
- Strong communication skills and organizational skills with the ability to complete paperwork in an orderly fashion.
- Excellent computer skills (MS Outlook, Word, Excel).

**Working Conditions**:

- Normal office environment.
- Primarily sitting.
- Valid driver’s license required as some travel will be required.
- Overtime may be required.

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Vision care

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Ability to commute/relocate:

- Ki

  • Accountancy Manager

    4 weeks ago

    Kingston, Canada ENGINEERINGUK Full time

    Make an impact with our Assurance & Accounting team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and financial reporting landscape. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada....

  • Accountancy Manager

    4 weeks ago

    Kingston, Canada MNP Full time

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Our Kingston team is growing! Make an impact with our Assurance & Accounting team as a Manager. This diverse team of professionals are dedicated to exceeding clients’...

  • Account Manage

    3 weeks ago

    Kingston, Canada Amaco Construction Equipment Inc. Full time

    **Account Manager** Amaco Construction Equipment Inc. is a Mississauga, ON-based company that is looking for an Account Manager for their Eastern territory near Kingston, ON. Amaco is a heavy equipment distributor serving a broad range of customers in the construction industry with a premium line of products sold on their value. Our team is currently on...

  • Accounting Manager

    8 months ago

    Kingston, Canada ANCHOR CONCRETE PRODUCTS LIMITED Full time

    Purpose of Position - To mitigate financial risks to the Anchor Group of Companies - To manage and oversee the daily operations of the Accounting Department - To monitor and analyze accounting data and produce financial reports or data - To establish and enforce proper accounting methods, policies and principles Major Responsibilities Reporting Issue...

  • Account Manager

    7 months ago

    Kingston, Canada McDougall Insurance and Financial Full time

    At McDougall Insurance and Financial we offer our employees; a comprehensive benefits package, McDougall pension plan, staff appreciation days, social events, a branch-wide yearend bonus, a competitive salary and paid vacation time starting at 3 weeks._ Our growing team is looking for a Customer Service Representative in Personal Lines to join our team in...

  • Account Manager

    3 days ago

    Kingston, Canada City Electric Supply Full time

    **Job Summary**: Responsibilities and Duties: - Opening new accounts while maintaining and growing the relationship with existing accounts - Respond to client queries and serve as a lead point of contact - Identify new business opportunities among existing customers - Review branch cash sales for potential leads - Achieving sales targets - Forecast and...

  • Personal Support Manager

    7 months ago

    Kingston, Canada SE Health Full time

    ***: As a Personal Services Manager (RPN - Registered Practical Nurse), you will oversee the delivery of client care for a community PSW team in the Kingston area. You will ensure high-quality care is delivered by engaged and experienced PSWs. You will manage client, employee, and operational metrics to ensure team performance. You will support the team by...

  • Account Manager

    7 months ago

    Kingston, Canada Harnois Energies Inc. Full time

    Would you like to play a key role in the development of the Cardlock commercial network? Are you a passionate sales professional? Would you like to be part of a fast-growing company? Our experts will support and guide you to ensure your success and hone your skills in the field! **About the position**: You will be responsible for securing new accounts for...

  • Accounting

    4 days ago

    Kingston, Canada S. Shaver Management Inc. Full time

    Our firm manages condominium buildings in Kingston. We are in need of a highly organized detail person for our office. Duties include; document and package preparation, notices, minutes, accounting, including the preparation of monthly statements , online resident portal maintenance, filing and phone answering. Accounting experience is required and past...

  • Account Manager

    1 day ago

    Kingston, Canada Creative Display Technologies Full time

    **Advertising Sales Representative Kingston** **Are you a driven self-starter who craves independence, freedom, and flexibility and loves to work from home.? Do you want to make significant income in advertising sales with a competitive base salary plus bonuses and commissions showing an overall earning potential of $60K ++ per year with no Cap!!!? If you...

  • Accounting Technician

    3 weeks ago

    Kingston, Canada Jani-King of Eastern Ontario Full time

    Work Term: Permanent - Work Language: English - Hours: 37.5 hours per week - Education: College/CEGEP - Experience: 1 year to less than 2 years - **Work setting**: - Head office - ** Tasks**: - Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems - Maintain general ledgers and...

  • Academic Accounting

    4 weeks ago

    Kingston, Canada Egis Canada Ltd. Full time

    Are you ambitious and looking to make the right move in your career? Now is the perfect time to join Egis. Egis is experiencing substantial growth in North America, now made up of over 1,000 engineers, architects and planners across Canada and the USA. This strategic move underscores our commitment to investing in North America, propelling our expansion to...

  • Outside Sales Account Manager

    6 months ago

    Kingston, Canada Kenworth Ontario Full time

    **Summary**: We are currently looking for a full-time **Outside Sales Account Manager **for heavy duty truck parts. Reporting to the Parts Manager, the Outside Sales Account Manager is responsible for liaising with clients, promoting sales of parts, service and accessories and act as an advisor to wholesale and retail customers. **Benefits of working for...

  • Manager, Accounting Services

    7 months ago

    Kingston, Canada City of Kingston Full time

    **Opening Statement** We acknowledge that the City of Kingston is situated on traditional Anishinabek (Ah - nish-in-ah-bay), Haudenosaunee (Ho-den-o-show-nee) and Huron-Wendat (huron-wen-dat) territory and is the home of many Indigenous peoples. We are grateful to reside and work on this land. Kingston is a smart, livable city in the heart of eastern...

  • Residential Account Manager

    7 months ago

    Kingston, Canada Carrier Enterprise Canada Full time

    **Carrier Enterprise Canada** **Residential Account Manager - HVAC** **Reporting to**: Residential Sales Manager **Location**: Kingston, Ontario - CE is a subsidiary of the largest independent HVAC/R distribution company in the world, Watsco, Inc. CE proudly distributes the Carrier, Bryant and Payne brands of HVAC equipment for the use in Commercial and...

  • Account Manager

    9 hours ago

    Kingston, Canada Amaco Construction Equipment Inc Full time

    Account ManagerAmaco Construction Equipment Inc. is a Mississauga, ON-based company that is looking for an Account Manager for their Eastern territory near Kingston, ON. Amaco is a heavy equipment distributor serving a broad range of customers in the construction industry with a premium line of products sold on their value.Our team is currently on the hunt...

  • Account Manager

    14 hours ago

    Kingston, Canada Amaco Construction Equipment Inc Full time

    Account ManagerAmaco Construction Equipment Inc. is a Mississauga, ON-based company that is looking for an Account Manager for their Eastern territory near Kingston, ON. Amaco is a heavy equipment distributor serving a broad range of customers in the construction industry with a premium line of products sold on their value.Our team is currently on the hunt...

  • Account Manager

    6 hours ago

    Kingston, Canada Amaco Construction Equipment Inc Full time

    Account Manager Amaco Construction Equipment Inc. is a Mississauga, ON-based company that is looking for an Account Manager for their Eastern territory near Kingston, ON. Amaco is a heavy equipment distributor serving a broad range of customers in the construction industry with a premium line of products sold on their value. Our team is currently on the...

  • Account Manager

    2 weeks ago

    Kingston, Canada Dexterra Full time

    We have a far-reaching presence across the entire continent of North America with hundreds of full-time and part-time opportunities at any given time. We aim to provide our people with more than just a job – we offer fulfilling opportunities in a culture that promotes stability, diversity and inclusion, camaraderie, employee recognition, work-life balance,...

  • Account Manager

    2 months ago

    Kingston, Canada Dexterra Full time

    We have a far-reaching presence across the entire continent of North America with hundreds of full-time and part-time opportunities at any given time. We aim to provide our people with more than just a job – we offer fulfilling opportunities in a culture that promotes stability, diversity and inclusion, camaraderie, employee recognition, work-life balance,...