Prospera Credit Union Relationship Manager Maple Ridge

Join the Prospera Credit Union team as a Relationship Manager, providing holistic financial strategies to valued members. Drive growth through effective relationship management and member engagement. As a Relationship Manager, you will be integral in fostering relationships with our highest value members. Your role includes assessing financial goals, managing referrals, and fulfilling complex banking needs. You will deploy your financial expertise to create tailored strategies that enhance member satisfaction and loyalty while maintaining high standards of compliance. Key Responsibilities: • Assess members’ unique financial needs and objectives • Implement tailored financial strategies based on member assessments • Ensure smooth transitions for referred members to partners • Handle all member transactions with a holistic approach • Keep accurate records of member engagement and advice Requirements: • Minimum 3 years of experience in financial services • Proven mortgage lending and mutual funds sales experience • Sound understanding of investment strategies and retail lending • Solid people skills with proficiency in technology • Excellent communication abilities, both written and verbal Enhance member experiences with your expertise in financial advisory at Prospera. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2p7z58