Special Relationship Manager

4 months ago

Burnaby, Canada Gulf & Fraser Full time

Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit At Gulf & Fraser, we strive to create a future where everyone in our communities can achieve financial wellness. For over 80 years, Gulf & Fraser has invested in what we value most: our members, partners, employees, and our communities. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.

**What this role is all about**:
The Special Relationship Manager contributes to service excellence by implementing, managing, and maintaining processes related to special memberships defined as Estates, Agency Appointments (i.e. Powers of Attorneys) and Trusts, to promote the effective handling of member assets. The incumbent partners with Compliance, branches, and partner departments to oversee Estate, Agency Appointments and Trust files effectively and proactively, and to deliver Special Relationship-related training; all contributing to a superior member experience.

**What you’ll do**:

- Acts as a Subject Matter Expert for the development, implementation and maintenance of guidelines and procedures relating to the handling of Estates, Agency Appointments and Trusts
- Manages the administration of Estate files and transactions and review of Agency Appointment and Trust requests. This includes new memberships and changes to existing memberships.
- Oversees and supports the preparation of required documentation for Agency Appointment, Estate and Trust memberships; ensuring timely delivery to branches to assist with member relationships.
- Oversee the collection of required documentation for Estate memberships
- Coordinates with Compliance to complete Agency Agreements in relation to obtaining all KYC requirements for Executors
- Supports branches in the preparation of required documentation for Agency Appointments and Trust memberships; providing timely delivery of documents to branches to assist with member relationship
- Coordinates and maintains first line procedures related to Estate, Agency Appointments, and Trust administration and processes
- Identifies areas of potential fraud, abuse of power and money laundering situations; recommends resolution to ensure overall credit union liability mitigation
- Assesses all Estate, Agency Appointment, and Trust files and transactions to determine overall risk exposure to the credit union
- Provides exception approvals for Estate, Agency Appointment, and Trust situations that fall outside stated guidelines
- Escalates complex Trust situations to Risk & Compliance for additional support and guidance in order to mitigate risk exposure
- Oversees all Requests for Information from external parties such as lawyers, Public Guardian & Trustee of BC, government ministries, judicial agencies, etc. as they relate to Estates, Agency Appointments and Trusts
- Complies with regulatory requirements, such as Know Your Member, Unusual Activity Reporting and Foreign Tax Reporting, and reports deficiencies and concerns to Compliance Department
- Supports the process and preparation of second line audits/reviews specific to Special Member files and annual tax filing preparation (i.e. foreign tax reporting, T5s for Trusts)
- Proactively conducts hands on analysis to mitigate liability risk exposure at the corporate level
- Proactively seeks ways to improve efficiencies with processes and identify training opportunities related to Special Relationship knowledge and mitigation

**A little about your qualifications**:

- Minimum 5 years’ experience in financial services
- Understanding of small business and retail lending and how Special Relationship situation can impact existing facilities
- Sound knowledge and understanding of Estates, Trusts, and Agency Appointment situations
- Equivalent combination of the above may be appropriate

**What you’ll gain**:

- Competitive base salary, reviewed annually
- An incentive bonus plan
- Flexible, top-notch benefits plan - choose what’s important to you, whether it’s a transit pass, gym membership, or additional vacation time
- Flexible, hybrid work environment #LI-hybrid
- Annual time off to recharge - vacation starting at 3 weeks and 12 personal days
- Amazing RRSP program - we contribute at a great rate, whether you choose to contribute yourself or not
- Loans at preferred interest rates, discounted banking accounts and credit cards, unique banking instruments, professional financial advice - we are a credit union, after all
- Professional development - we’re truly committed to our team’s growth through in-hous

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