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Relationship Manager
2 months ago
We are seeking a highly skilled and experienced Relationship Manager to join our team at Prospera Credit Union. As a key member of our advisory team, you will be responsible for maintaining and growing relationships with our highest value members.
Key Responsibilities- Assess and Meet Member Needs: Proficiently assess members' financial objectives, risk tolerance, and unique needs to provide tailored advice and create holistic financial strategies.
- Facilitate Referrals and Retention: 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: Promptly action product maturity, handling each lead with a holistic advice-based approach to grow relationship and help members achieve their goals.
- Execute Financial Strategies: Executes on holistic advice-based financial strategies by fulfilling members complex lending, investment, protection, and day-to-day banking needs.
- Record and Comply: Maintain accurate records of member interactions, advice, and transactions, while adhering to internal policy, regulatory compliance, and ethical standards.
- Experience and Skills: 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.
- Professional Qualities: 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.
- Personal Qualities: 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.
Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. We are committed to helping our members, communities, and team thrive. Our values include cultivating trusting relationships, empowering and enabling others, leading with curiosity, embracing change and executing with purpose, and thriving as one team.
What We Offer- Inclusive and Equitable Workplace: All team members are valued, respected, and heard, and we learn from each other's differences, gaining strength through our people and our perspectives.
- Training and Support: We set our employees up for success with training and continued support and access to resources throughout employment.
- Career Advancement: We're committed to our employees' growth and development and we want to see you soar.
- Fun and Camaraderie: 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.
- Competitive Compensation: We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
- Community Focus: We care about giving back to the communities we live, work, and play in, and we participate in many community-minded activities throughout the year.
