Personal Relationship Manager Leamington Branch

Become a Personal Relationship Manager at Libro Credit Union in Leamington. Manage a portfolio of high-value members and provide expert financial solutions and personalized service. As a Personal Relationship Manager, you will serve as a single point of contact for complex financial needs. Your role involves advising members on lending, investment transactions, and daily banking, while proactively identifying opportunities to deepen relationships. This position requires strong relationship management skills and a passion for enhancing members' financial well-being. Key Responsibilities: • Manage a portfolio of high-value members • Provide expert-level financial advice and solutions • Identify opportunities to consolidate financial services • Deliver personalized, solutions-based financial advice • Engage in targeted outbound business development Requirements: • Bachelor’s degree or diploma in finance or related field • Mutual Funds license required • 3+ years in personal banking and relationship management • Experience managing complex financial needs • Robust commitment to supporting members' financial growth Utilize your expertise in finance to positively impact members' financial journeys at Libro Credit Union. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oxkii