Relationship Manager Lead

4 days ago

Vancouver, British Columbia, Canada Prospera Credit Union Full time

Discover the Opportunity

The Relationship Manager Lead position at Prospera Credit Union is an exciting opportunity for a skilled professional to drive business growth while providing exceptional service to our high-value members.

As a Relationship Manager Lead, you will be responsible for maintaining and expanding advisory relationships with our highest value members, providing proactive outreach and pipeline management, and collaborating with line of business specialists to meet complex 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, ensuring a smooth transition of the member while maintaining trust.
  • Onboard and initiate relationship conversations with new members, utilizing Financial Health Checks and pipeline management.
  • Develop and advance member relationships through effective referrals and adaptation of service.
  • Contribute to positive member CEI scores through consistent adherence to the advisory process.
  • 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, adhering to internal policy, regulatory compliance, and ethical standards.
  • Support the execution of cash-related and other operational tasks on a daily, weekly, monthly, quarterly, and yearly basis.
  • Assist in the supervision of compliance and audit responsibilities, including ATM, night deposit processes, postdated and pending file management, cash and negotiable balancing.
  • Drive outcomes through leadership in campaign management and reporting.

Requirements

  • Grade 12 or Equivalent and Business Administration or Marketing diploma or degree (a plus).
  • 3+ years in financial services with at least one year in an advisory capacity.
  • Experience with mortgage lending (preliminary credit assessments) and selling mutual funds (required).

About Prospera Credit Union

Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.

Empower and enable others: We give each other the space, trust, and tools to succeed.

Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.

Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.

Thrive as One Team: We collaborate because it strengthens us.

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