Relationship Manager

2 weeks ago

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

Job Summary

We are seeking a highly skilled and experienced 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.

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 to 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.
  • Has a solid understanding of registered products including tax implications and is comfortable developing strategies for term deposits to balance members needs for liquidity and desired returns.
  • Supporting a positive member experience provides 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.

Our Values

We are a community-based, purpose-driven organization that values diversity, equity, and inclusion. We are committed to creating an inclusive and equitable workplace where all team members feel valued, respected, and heard.

What We Offer

  • Inclusive and equitable workplace culture.
  • Training and support to help you succeed in your role.
  • Career advancement opportunities.
  • Competitive pay and benefits package.
  • Generous defined contribution pension plan.
  • Opportunities to participate in community-minded activities.

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