Personal Account Manager – (GTA)

Position Summary

We are looking for exceptional individuals to join Rapport Credit Union! The Personal Account Manager is responsible for understanding the financial needs of our members and providing advice and recommendations to fit their needs. The Personal Account Manager will build and develop relationships with existing members and actively seek further business opportunities within the community. They will assist our members in achieving their financial goals by providing advice and recommendations to fit their needs through a wide range of financial services, including personal loans and basic investments.

Key Responsibilities

  • Proactively establish, develop and maintain strong client relationships through regular contact and the concept of relationship building to expand member/client relations and provide the appropriate advice and recommendations to fit their financial needs.

  • Through sales excellence earn the right to ask for business and drive new referrals.

  • Participate in marketing sales related business development activities by actively soliciting membership growth opportunities. Some travel throughout the community will be required.

  • Promote a full range of personal banking products and services with emphasis on personal loans, mortgages, lines of credits, deposit and investments products and other credit union services.

  • Interview loan and mortgage applicants, analyze financial information, assess credit and ensure compliance, operational and system controls in accordance with Rapport regulatory standards and government regulations.

  • Open new accounts and identify additional member needs.

  • Provide investment advice and identifies the appropriate solution including registered and non-registered term deposits and TSFA’s that fits and meets the members’ needs. Refer mutual funds investments to Wealth Management team as required.

  • Participate in business development activities by actively soliciting membership growth opportunities.

  • Performs other duties as assigned.

Qualifications

  • Post secondary education with five years’ related experience in a financial institution.

  • In-depth knowledge of deposit and lending products; advanced credit and interviewing techniques with experience in providing credit solutions.

  • Proven success in growing the business and establishing community and member relationships.

  • Demonstrated ability to build networks and identify key contacts.

  • Excellent communication, time management and organizational skills.

  • Must have access to a vehicle and a valid Ontario Driver’s license as some travelling may be required.

We thank those who apply; however, only qualified applicants will be contacted.

Rapport is committed to employment equity and encourages applicants from all qualified candidates.

We are committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

 

Apply Today

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