Job Posting Details

Business Relationship Manager , Prospera Credit Union

Location:Kelowna, British Columbia
Posting Date:November 1, 2018
Closing Date:until filled
Web Site:www.prospera.ca
Employment Type:Full-time

Business Relationship Manager Okanagan

You are a sales professional who is genuinely interested in building and maintaining trusted relationships with your clients. You communicate persuasively with confidence and respect, and understand the importance of listening to understand (not to reply). Your satisfaction comes from knowing you’re helping others to achieve their business goals.

Under the direction of Prospera’s Family Banking, the Business Relationship Manager is responsible for navigating business members through Prospera’s full suite of Business, Family Banking and Wealth Management solutions. If you’re a results-oriented, independent, and quick-thinking sales professional, consider applying for this opportunity today!

What you’ll do:

  • Be an expert leader in providing the ‘private banking experience’ to valued business members, based on the needs of their families, employees and associates; including through key interactions or through different stages of the business lifecycle

  • Help members to seamlessly navigate Prospera’s services and solutions through partnership with integrated team members, while managing and owning the member relationship.

  • Identify opportunities to go above and beyond for members, while creating value for them and Prospera

  • Contribute to the ongoing improvement of the overall member/business owner experience and consistently exceed member expectations and service standards through active listening, and collaboration with Prospera colleagues

  • Provide advice and services to meet the needs of the business owner

  • Generate sales results and referrals

What you’ll need:

  • Superior customer service skills, with a passion for supporting entrepreneurs

  • Strong relationship builder and collaborator

  • Ability to develop a deep understanding of the business owner, their business, and business and financial pain points or needs, and deliver relevant member-centric solutions

  • Previous sales experience in one or a combination of the following: business, retail, or wealth

  • Business development and prospecting skills, including building and leveraging valuable centers of influence within the local business community

  • Strong knowledge of the small business banking industry, the small business lifecycle, financial statement analysis and sales management techniques

Your ideal qualifications:

  • Mutual fund license and sales experience in the mutual fund industry, preferred but not required

  • A degree in Commerce, Business, Finance, Accounting or other related disciplines

  • To be mobile-enabled to meet with members during or outside of regular business hours

  • To be flexible as Saturdays may be included in work days required

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!