Relationship Manager

3 days ago

Mission, British Columbia, Canada Prospera Credit Union Full time

About Prospera Credit Union

Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. With nearly 80 years of service in local communities, we are one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members.

Our Vision

We aim to help build vibrant, healthy communities, thriving local enterprises, and financially empowered people. Our values are at the heart of everything we do, and we are committed to cultivating trusting relationships, empowering and enabling others, leading with curiosity, embracing change, and thriving as one team.

About the Role

We are seeking a skilled Relationship Manager to join our team at our Mission Branch. As a Relationship Manager, you will be responsible for maintaining and growing advisory relationships with our highest value members. You will be a leader in holistic relationship management practices and bring your highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to meet our member financial needs.

Key Responsibilities

  • Assess members' financial objectives, risk tolerance, and unique needs to provide tailored advice.
  • Create holistic financial strategies that encompass investment, lending, protection, and omni-channel day-to-day banking.
  • Facilitate referrals to trusted partners and ensure a smooth transition of the member while maintaining trust.
  • Responsible for retention and growth of our segment of highest value members across all lines of business.
  • Action product maturity, handling each lead with a holistic advice-based approach to grow relationship and help members achieve their goals.
  • Execute on holistic advice-based financial strategies by fulfilling members' complex lending, investment, protection, and day-to-day banking needs.
  • Maintain accurate records of member interactions, advice, and transactions, while adhering to internal policy, regulatory compliance, and ethical standards.
  • Have a solid understanding of registered products, including tax implications, and be comfortable developing strategies for term deposits to balance members' needs for liquidity and desired returns.
  • Support a positive member experience and provide back-up support to all other AC roles when needed.

Requirements

  • 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 such as construction and non-traditional mortgages.
  • Proven understanding of investments, including experience selling mutual funds and developing holistic financial plans.
  • 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.

What We Offer

  • Inclusive, equitable, and accessible workplace.
  • Training and support.
  • Career advancement.
  • Fun and camaraderie.
  • Competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
  • Community-focused.

Our Commitment to Diversity, Equity, and Inclusion

We are committed to creating an inclusive and equitable workplace where every employee and member feels valued and respected. We believe that diversity, equity, and inclusion are essential to our success and are committed to ongoing learning and improvement.

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