Proactive Advisory Relationship Specialist
5 days ago
**Leadership Opportunity**
The Relationship Manager Lead (RML) at Prospera Credit Union is a key leadership role responsible for maintaining and growing advisory relationships with high-value members. As a leader, you will have the opportunity to develop and execute proactive outreach strategies, manage pipelines, and engage line of business specialists to meet complex member financial needs.
You will work closely with the Branch Manager to provide back-up leadership support and contribute to the growth and success of the team. This role requires strong leadership skills, financial acumen, and the ability to build trusting relationships with members and colleagues alike.
**Responsibilities**
- Develop and execute proactive outreach strategies to maintain and grow advisory relationships with high-value members.
- Manage pipelines and engage line of business specialists to meet complex member financial needs.
- Provide back-up leadership support to the Branch Manager and contribute to the growth and success of the team.
- Build trusting relationships with members and colleagues through strong communication and interpersonal skills.
- Stay up-to-date on industry trends and developments to ensure the continued relevance and effectiveness of your leadership approach.
**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).
- Licensed to sell mutual funds (required).
- CUIC 210 or equivalent internal training to be completed within 12 months.
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Relationship Manager Lead
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Vancouver, British Columbia, Canada Prospera Full time**Overview of the Role**The Relationship Manager Lead (RML) plays a critical role in maintaining and growing advisory relationships with high-value members, while providing back-up leadership support to the Branch Manager. This involves developing and executing proactive outreach strategies, managing pipelines, and engaging line of business specialists to...
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