28 Sep
|
Libro Credit Union
|
Listowel
28 Sep
Libro Credit Union
Listowel
Join Libro Credit Union as a Personal Relationship Manager in Listowel, focusing on member relationships and financial well-being. Deliver tailored financial solutions and advisory services.
This key position is newly created to support our Listowel Branch's growth. As a Personal Relationship Manager, your role includes managing high-value members and addressing their complex financial requirements. You will provide exceptional service and financial advice, facilitating portfolio growth through proactive engagement with members.
Key Responsibilities:
• Manage and grow a portfolio of high-value members • Offer personalized support and comprehensive financial solutions • Identify consolidation opportunities to enhance member service • Drive business development efforts to attract recent members • Maintain a deep understanding of financial products and services
Requirements: • Degree or diploma in finance, business, or related field • At least 3 years’ experience in personal banking and advisory • Mutual Funds license is essential • Proven track record in managing complex member needs • Show passion for strengthening financial well-being
Empower high-value members to achieve their financial goals at Libro Credit Union in Listowel. #J-18808-Ljbffr
📌 Listowel Personal Relationship Manager Role
🏢 Libro Credit Union
📍 Listowel