Associate Personal Account Manager

2 weeks ago

Toronto, Canada Rapport Credit Union Full time

**Associate Personal Account Manager**

**Position Summary**

As an Associate Personal Account Manager (APAM) you will be responsible for providing exceptional service to our members by providing prompt, courteous, and knowledgeable service. The incumbent will promote Rapport’s membership and market account usage by offering a full range of financial services, including investments, with an emphasis on loans and mortgages. We’re looking for an individual who has a keen attention to detail, organized and is able to manage their time effectively.

**Key Responsibilities**
- Promotes, sells and delivers a full range of personal banking products and services with an emphasis on consumer loans, mortgages, lines of credits, deposit and investments products including other credit union services.
- Interviews loan and mortgage applicants, analyzes financial information, assesses credit and ensure they are in accordance with legislation and credit union policy.
- Provides support to front-line staff on member enquiries pertaining to credit union products and services.
- Participates in marketing sales related business development activities by actively soliciting membership growth opportunities by following up on staff referrals, sales initiatives and member inquiries. Conducts pro-active outbound calls.
- Resolves complex problems and member complaints to ensure the needs of members and the credit union are met.
- Performs other duties as assigned.

**Qualifications**
- Post-secondary education in business, finance or marketing (or equivalent work experience).
- Experience in a sales position in a financial institution.
- Excellent influential/interviewing skills with proven relationship building skills.
- Demonstrated product knowledge in the following areas: Investments; Personal lending products and practices and procedures; and Marketing.
- Superior communication, presentation and telephone skills with excellent organizational and time management skills.
- Flexibility to travel to other branches if required.

**Job Types**: Full-time, Permanent

**Benefits**:

- Company pension
- Employee assistance program
- Extended health care

Schedule:

- 8 hour shift
- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- banking/financial services: 1 year (required)
- customer service: 3 years (required)

Ability to Commute:

- Toronto, ON M4Y 3B3 (required)

Willingness to travel:

- 25% (preferred)

Work Location: In person

  • Account Associate

    7 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 180585 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** The Account Associate, Custody Services, provides and delivers proactive administrative and client service support to Account Managers and client portfolios of various size and complexity, servicing wealthy private...

  • Associate Account Manager

    5 days ago

    Toronto, Canada Manulife Full time

    **_We are a _**_leading financial services provider committed to making decisions easier and lives better for our customers and _**_colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. _**_To help us stand out, we help you step up, because when colleagues are healthy,...

  • Associate, Accounts Payable

    7 days ago

    Toronto, Canada Cineplex Full time

    Work location: Home Office 1303 Yonge St City: Toronto What you will do: The Accounts Payable Associate is a key role in the Finance Department. This person must have excellent skills and knowledge of A/P processes and policies. The Associate will report directly to the A/P Supervisor. The AP Associate will primarily be responsible for administering,...

  • Associate Conservation Account Manager

    1 day ago

    Toronto, Canada CLEAResult Full time

    Job Description Summary At CLEAResult, we lead the transition to a sustainable, equitable, and carbon-neutral energy-efficient future for our communities and our planet. We do that by creating a people-first culture built on trust, accountability, and transparency; where every employee - regardless of position, role, or identity is treated with respect and...

  • Associate Shopper Marketing Manager Personal Care

    2 weeks ago

    Toronto, ON, Canada Unilever Full time

    Position Summary The Associate Shopper Marketing Manager is accountable for the Personal Care Business Unit (BU) end-to-end in-store and online customer marketing programs. Owns the execution of Retailer accounts shopper marketing activity system and contributes to their ROI and sales targets. Is accountable for the development and execution of...

  • Associate Shopper Marketing Manager Personal Care

    2 weeks ago

    Toronto, ON, Canada Unilever Full time

    Position Summary The Associate Shopper Marketing Manager is accountable for the Personal Care Business Unit (BU) end-to-end in-store and online customer marketing programs. Owns the execution of Retailer accounts shopper marketing activity system and contributes to their ROI and sales targets. Is accountable for the development and execution of...

  • Jr. Accounting Associate

    1 week ago

    Toronto, Canada Sprott Full time

    with**Job description** Since 2008 Sprott Money has been the most trusted name in precious metals in North America and offers competitively priced investment-grade bullion with security and peace of mind. We have provided guidance, education and superior customer service to individual investors, wholesalers, and corporate and institutional buyers. We’ll...

  • Senior Manager, Personal Banking Accounts

    7 hours ago

    TORONTO, Canada Royal Bank of Canada Full time

    Job Description What is the opportunity? In this role, you will be responsible for managing all aspects of personal banking account (PBA) products (retail chequing accounts). You will help set and execute the strategic direction of PBA products to drive volume, optimize profitability, and improve client satisfaction. You will oversee portfolio management...

  • Associate Manager, Fund Accounting

    1 week ago

    Toronto, Canada SS&C Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...

  • Accounting Associate

    2 weeks ago

    Toronto, Canada Agilus Work Solutions Full time

    Accounting Associate (Banking Client) – Contract, Hybrid One of our banking clients is looking for an Accounting Associate to join their team. This is a contract role with a hybrid option. Location & Salary Toronto, Ontario, Canada – Annual Salary CA$42,000.00 – CA$46,000.00 Requirements Must have: College Diploma or equivalent. 3-5 years of financial...