Job Posting Details

Family Banking Relationship Manager, Prospera Credit Union

Location:Surrey, British Columbia
Posting Date:October 31, 2018
Closing Date:until filled
Web Site:www.prospera.ca
Employment Type:Full-time

Family Banking Relationship Manager Fleetwood, BC

The Family Banking Relationship Manager is so much more than just a Relationship Manager – they offer full service banking and wealth management and take a holistic approach to not only individuals, but the whole family.

The Family Banking Relationship Manager actively manages a segmented portfolio of members while consistently delivering a best-in-class experience. You will provide financing and investment advice to members and recommend personalized solutions for mortgages, consumer loans, lines of credit, protection, credit cards, term deposits, registered plans and mutual funds.

Do you value flexibility? We do too. In this role you can design your own schedule and meet with members during or outside of regular business hours based on the member’s preference for when and where.

What you’ll do.

  • Proactively build relationships with members in a dedicated portfolio to understand their total financial goals and needs, while ensuring overall performance of the portfolio.
  • Expand existing member relationships to retain and increase market share.
  • Ensure your members are in the best products to help them achieve their goals – whether it is buying a new car, their first home, saving for retirement or sending their kids to school. You are there to offer support and advise them every step of the way.

What you’ll need.

  • Mutual fund licensed (IFIC) designation is required
  • Superior communication and relationship building skills
  • Excellent knowledge of daily banking and investment products and services
  • Well-developed knowledge of consumer lending products and underwriting
  • In-depth knowledge of wealth management and protection products
  • Resilience and the ability to thrive in an environment of ongoing change and fast-paced teams
  • Active within your community and eager to make a difference through volunteerism
  • Demonstrated ability to establish strong referral networks, cultivate visibility and increase business

What’s in it for you?

  • Inclusive, equitable and accessible workplace: where all team members are valued, respected and heard. We learn from each other’s differences, gaining strength through our people and our perspectives

  • Career Advancement! We are committed to our employee’s growth and development and we want to see you soar. There are a number of career pathing options this position leads to, let us be your spring board.

    Flexibility. We are seeking a Business Relationship Manager for the Okanagan Region. Home branch to be decided based up successful candidates location.

  • Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

  • Show me the money! We also offer a competitive salary, flexible benefits program and a generous defined benefits pension plan.

  • Community Focused. We care about giving back to the communities we live, work and play in. We provide a paid volunteer day and many community minded activities throughout the year. 

  • Grow your dream with us! Be part of exciting growth happening now at Prospera. Vision 2020 and our Vision, Purpose and Values guide our company and we want you to be part of it!

If you are interested, please apply on-line at Prospera.ca/careers