Relationship Manager (On Site)

Prospera Credit Union • Maple Ridge, BC

9d • Onsite

About The Position

Prospera Credit Union is a community-based, purpose-driven organization that offers its members a full range of financial products and services. As one of the largest credit unions in British Columbia, Prospera helps build vibrant, healthy communities, thriving local enterprises, and financially empowered people. The Relationship Manager is responsible for maintaining and growing advisory relationships with the highest value members. This role involves leadership in holistic relationship management practices, proactive outreach, pipeline management, and engagement of line of business specialists to meet member financial needs.

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.
• Successful completion of a background check including criminal, credit, and reference checks.

Responsibilities

• Proficiently assess members’ financial objectives, risk tolerance, and unique needs to provide tailored advice.
• Effectively create holistic financial strategies that encompass investment, lending, protection, and omni-channel day to day banking.
• Facilitate referrals to trusted partners and ensuring a smooth transition of the member while maintaining trust.
• Responsible for retention and growth of the segment of highest value members across all lines of business.
• Promptly action product maturity, handling each lead with a holistic advice-based approach to grow relationships and help members 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.
• Demonstrate a solid understanding of registered products including tax implications and be comfortable developing strategies for term deposits to balance members’ needs for liquidity and desired returns.
• Support a positive member experience by providing back-up support to all other AC roles when needed.

Benefits

• Market-competitive total compensation package of base salary plus incentives, reviewed annually.
• Flexible Work Program (for some roles).
• Flexible Benefits Program.
• Defined Contribution Retirement Plan.
• Vacation, Wellness and “Prosperian” Days (paid time off).
• Professional development opportunities.
• Supportive, collaborative work environment (Great Place to Work certified).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed