Personal Relationship Manager - Listowel
- Listowel, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 3+ years of experience in personal banking, relationship management, lending, and financial advisory.
- Posting language
- English
- Posted
Original job description
Career Opportunity
Libro Credit Union is growing!
Join Libro Credit Union as a Personal Relationship Manager in our Listowel Branch
At Libro Credit Union, every employee and every customer are members. Everything we do is about strengthening financial well-being for a better tomorrow.
As a Certified B Corporation©, we use business as a force for good. That means:
We are currently hiring a Personal Relationship Manager to support our Listowel Branch. This job posting is for a newly created position.
The Personal Relationship Manager (PRM) is a key role within Libro Credit Union, responsible for managing and growing a portfolio of high-value members with complex financial needs. The PRM serves as a dedicated, single point of contact, providing comprehensive financial solutions across lending, day-to-day banking, and advisory services, and investments including Aviso wealth solutions.
This role requires a deep understanding of personal financial management, business development, and relationship management. The PRM proactively builds and deepens long-term member relationships, driving portfolio growth through exceptional service, tailored financial advice, and the consolidation of financial services. The role also involves collaborating with internal specialists to address complex member needs, ensuring a seamless and integrated financial experience.
The Role
Please note the expected salary range for this role is available on the Libro Careers site, where candidates are required to apply.
Libro Credit Union is growing!
Join Libro Credit Union as a Personal Relationship Manager in our Listowel Branch
At Libro Credit Union, every employee and every customer are members. Everything we do is about strengthening financial well-being for a better tomorrow.
As a Certified B Corporation©, we use business as a force for good. That means:
- Empowering people to live their most fulfilled lives.
- Supporting businesses and communities to thrive.
- Caring for the planet and economic growth through sustainable practices.
We are currently hiring a Personal Relationship Manager to support our Listowel Branch. This job posting is for a newly created position.
The Personal Relationship Manager (PRM) is a key role within Libro Credit Union, responsible for managing and growing a portfolio of high-value members with complex financial needs. The PRM serves as a dedicated, single point of contact, providing comprehensive financial solutions across lending, day-to-day banking, and advisory services, and investments including Aviso wealth solutions.
This role requires a deep understanding of personal financial management, business development, and relationship management. The PRM proactively builds and deepens long-term member relationships, driving portfolio growth through exceptional service, tailored financial advice, and the consolidation of financial services. The role also involves collaborating with internal specialists to address complex member needs, ensuring a seamless and integrated financial experience.
The Role
- Manage a defined portfolio of high-value and high-potential members, acting as the primary point of contact for their financial needs.
- Provide expert-level financial advice and solutions, including personal lending, home equity lines of credit, mortgages, day-to-day banking, and investment transactions.
- Proactively identify opportunities to consolidate financial services, driving member loyalty and long-term value.
- Deliver personalized, solutions-based financial advice tailored to meet the unique needs of high-value members engaging specialists when member needs require advanced expertise.
- Consistently identify internal opportunities within the branch portfolio to grow investment, lending, and deposit balances.
- Engage in targeted outbound business development efforts to attract new high-value members.
- Maintain a clear understanding of Libro’s financial products and services, identifying cross-sell and up-sell opportunities to maximize member value.
- Provide mutual fund investment advice directly to members within the portfolio, ensuring alignment with their financial goals referring complex planning needs to Financial Planners as appropriate.
- Champion a consolidated financial services approach by integrating banking, lending, and investment solutions for high-value members.
- Bachelor's degree or diploma in business, finance, or a related field.
- Mutual Funds license.
- 3+ years of experience in personal banking, relationship management, lending, and financial advisory.
- Experience in portfolio growth, business development, financial services consolidation and managing complex financial needs for high-value clients.
- A passion for helping people grow their financial well-being.
- Display Libro’s values of Accountability, Courage, High Performance and Inclusive Mindset.
- Competitive salaries, benefit packages, pension plans, & incentive programs, that value your dedication.
- Generous vacation time.
- Employee wellness program, Employee & Family Assistance Program, fitness club discounts, technology offers, travel and entertainment deals.
- Dedicated staff banking specialists to support strengthening your own financial well-being! Staff accounts and staff rates on products and services.
- We believe in developing internal talent. Unlock your potential with tuition assistance and opportunities for advancement.
- If you're passionate about helping your community, interested in being part of a remarkable team, and want to do your part to strengthen financial well-being for a better tomorrow - we want to hear from you!
Please note the expected salary range for this role is available on the Libro Careers site, where candidates are required to apply.
More about this job
Responsibilities
Manage a portfolio of high-value members as their primary financial contact, providing tailored advice and solutions across lending, banking, and investments, including mutual funds. Grow the portfolio through proactive business development, service consolidation, cross-selling, and collaboration with internal specialists to address complex needs.
Requirements
A bachelor's degree or diploma in business, finance, or a related field and a mutual funds license are required. Candidates should have at least three years of experience in personal banking, relationship management, lending, and financial advisory, including portfolio growth and complex client needs.
Skills
- Relationship Management
- Personal Banking
- Personal Lending
- Mortgage Lending
- Investment Advice
- Mutual Fund Advice
- Portfolio Management
- Portfolio Growth
- Business Development
- Financial Advisory
- Member Service
- Financial Needs Assessment
- Cross-Selling
- Deposit Growth
- Collaboration
Benefits
- Competitive Salary
- Benefits Package
- Pension Plan
- Incentive Programs
- Generous Vacation Time
- Employee Wellness Program
- Employee and Family Assistance Program
- Fitness Club Discounts
- Technology Offers
- Travel and Entertainment Deals
- Staff Banking Services
- Staff Accounts and Product Rates
- Tuition Assistance
- Career Advancement Opportunities
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Personal Relationship Manager
- Credit Union
- Personal Banking
- Relationship Management
- High-Value Members
- Portfolio Management
- Portfolio Growth
- Personal Lending
- Home Equity Lines of Credit
- Mortgages
- Day-to-Day Banking
- Investment Transactions
- Mutual Funds License
- Mutual Fund Advice
- Aviso Wealth Solutions
- Financial Advisory
- Business Development
- Cross-Selling
- Up-Selling
- Deposit Growth
- Member Loyalty
- Complex Financial Needs
- Financial Planners
- Financial Well-Being