Listowel Personal Relationship Manager Role

Listowel Personal Relationship Manager Role

30 Sep
|
Libro Credit Union
|
Listowel

30 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 prospects to enhance member service
Drive business development efforts to attract current 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.

📌 Listowel Personal Relationship Manager Role
🏢 Libro Credit Union
📍 Listowel

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