Personal Account Manager
2 months ago
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
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