Relationship Manager

3 weeks ago

Maple Ridge, British Columbia, Canada Prospera Credit Union Full time
Key Responsibilities

We are seeking a skilled Relationship Manager to join our team at Prospera Credit Union. As a key member of our team, you will be responsible for maintaining and growing advisory relationships with our highest value members.

Your primary focus will be on providing tailored advice to members, assessing their financial objectives, risk tolerance, and unique needs. You will create holistic financial strategies that encompass investment, lending, protection, and omni-channel day-to-day banking.

You will also facilitate referrals to trusted partners, ensuring a smooth transition of the member while maintaining trust. Your goal will be to retain and grow our segment of highest value members across all lines of business.

Requirements
  • At least 3 years of experience 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

We offer a competitive salary, a personalized benefits program, and a generous defined contribution pension plan. We also provide training and support to ensure our employees' success and growth. Our inclusive, equitable, and accessible workplace values diversity, equity, and inclusion, and we strive to create a positive and supportive environment for all employees.

We are committed to our employees' growth and development, and we want to see you soar. We care deeply about our members and our employees, and we want the hours you spend with us to be fun, rewarding, and sometimes lighthearted. We like to work hard, play hard, have fun, and be there for each other.

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