Personal & Small Business Account Manager

Position Summary

Job Title: Personal & Small Business Account Manager
Reports to: Regional Manager
Location: Kakabeka Falls

The Personal & Small Business Account Manager will proactively establish, develop and maintain strong member relationships through regular contact and the concept of relationship building to expand member relations and provide the appropriate advice and recommendations to fit their financial needs. By maintaining advanced knowledge of Rapport’s products and services, policies and procedures, the Personal & Small Business Account Manager will promote a wide range of financial services, with an emphasis on credit and investment products, and will build and actively seek further potential business opportunities within the community.

Key Responsibilities

  • Promotes a full range of both personal banking and small business banking products and services with emphasis on personal loans, mortgages, lines of credits, deposit and investments products and other Rapport day-to-day services.

  • Identifies opportunities to promote and cross sell Rapport’s products and day to day services; may conduct pro-active and/or assigned outbound calls during special promotions on products and services.

  • Interviews loan and mortgage applicants by analyzing financial information, assesses credit and ensures compliance, operational and system controls are in accordance with Rapport’s regulatory standards and government regulations.

  • Achieves and tracks individual referral and/or sales goals through internal solicitation and outbound calls following established relationship sales techniques; retains existing business alike. Explores member's financial service needs and recommends appropriate products and services with the features and benefits.

  • Participates, supports and/or promotes business development activities by being active within the community and through sales excellence, actively solicits personal and small business membership growth opportunities; some travel throughout the community will be required.

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

  • Maintains advanced knowledge of all Rapport products and services and relevant polices and legislation by completing annual compliance courses, such as, but not limited to: AML, AODA, etc.; and other assigned training courses relevant to role.

Education and Experience

  • Post-secondary diploma, degree and/or certification in Business or Accounting or related field or an equivalent combination of education and experience.

  • Five (5) years' related experience and/or in a sales role within a financial institution.

  • Previous experience working with a Loans Origination System, an asset.

Required Knowledge, Skills and Abilities:

  • Exceptional customer service with excellent relationship building skills.

  • 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.

  • Working knowledge for POAs and Estates, an asset.

  • Excellent interpersonal skills to be able to communicate effectively with other functional areas.

  • Excellent computer skills (MS Outlook, Word, Excel).

  • Sound judgmenand problem solving skills to efficiently resolve complex member problems.

Working Conditions

  • Normal office environment (primarily sedentary).

  • Valid driver’s license required as some travel may be required.

  • Overtime may be required on an as needed basis.

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.


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