Join our team as a Virtual Financial Relationship Manager, providing tailored financial advice to members remotely. Focus on comprehensive support for lending and investment needs.

With a minimum of three years' experience in financial services, you will play a vital role in enhancing member relationships through virtual appointments. This position involves effectively managing calls, preparing loan documents, and delivering sound financial strategies within a multi-channel contact center workplace. Your mutual fund license will be crucial to guide members in investment opportunities and insurance options.

Key Responsibilities:



• Deliver comprehensive financial guidance on various products • Facilitate virtual appointments for convenience • Manage calls and escalate complex inquiries as needed • Engage in the lending application process and approval • Provide technical support for online and mobile banking

Requirements: • 3+ years in financial services and advisory roles • Knowledge of retail lending and investment products • Must obtain mutual fund license within 6 months • Proven communication skills for complex member interactions • Familiarity with contact center operations preferred

Utilize your advisory expertise and customer-centric approach to enhance member experiences in a virtual capacity. #J-18808-Ljbffr

📌 Virtual Financial Relationship Manager (Winnipeg)
🏢 Jobtailor
📍 Winnipeg