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Libro Credit Union

Personal Relationship Manager - Listowel

Listowel, ON, Canada

Full-time

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Job details

Job type: Full-time
Experience: 3+ years of experience in personal banking, relationship management, lending, and financial advisory.
Posting language: English
Posted: Sep 21, 2026

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:

Empowering people to live their most fulfilled lives.
Supporting businesses and communities to thrive.
Caring for the planet and economic growth through sustainable practices.

Libro invests in our employee’s development and career ambitions. We value candidates who are accountable, courageous, inclusive, driven to perform and have a passion for supporting people, local business and communities in strengthening their financial well-being.

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.

What We’re Looking For

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.

We Offer Total Reward Programs to Set You Up for Success In & Outside of Work:

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!

Libro is committed to fostering a safe, healthy, and inclusive work environment that inspires respect. As an inclusive employer we are committed to providing a fully accessible recruitment process. Email us at careers@libro.ca any time during the recruitment process to let us know what supports you may need to be successful.

Please note the expected salary range for this role is available on the Libro Careers site, where candidates are required to apply.

Apply About employer

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

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

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