Lending manager Jobs in Vancouver, BC

Be our new Relationship Manager Lead at our South Granville Advice Center.

The Relationship Manager Lead (RML) at Prospera Credit Union is responsible for maintaining and growing advisory relationships with our highest value members while also providing back-up leadership support to the Branch Manager.

As a Relationship Manager Lead, you will have a highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to meet complex member financial needs. The RML works to expand relationships beyond the individual member to member households – supporting the transfer of wealth and financial health of the next generation. They also will provide reciprocal support to line of business team members and provides omni-channel back up support to MXS, MSC, and AC management roles.

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What you’ll do :

• Proficiently assess members’ financial objectives, risk tolerance, and unique needs to provide tailored advice.
• Effectively create holistic financial strategies that encompass investment, lending, protection, and omni-channel day to day banking.
• Facilitate referrals to trusted partners (other lines of business or external as required), ensuring a smooth transition of the member while maintaining trust.
• Responsible for the onboarding and initiating relationship conversations and introductions with new retail and business members that fit within the highest value member portfolio.
• Develops and advances member relationships through the utilization of Financial Health Checks, pipeline management, and effective referrals to other Line of Business Specialists.
• Contributes to positive member CEI scores thorough consistent adherence to the advisory process, adaptation of service.
• Executes on holistic advice based financial strategies by fulfilling members complex lending, investment, protection, and day to day banking needs.
• Maintain accurate records of member interactions, advice, and transactions, while adhering to internal policy, regulatory compliance, and ethical standards.
• Has a solid understanding of registered products including tax implications and is comfortable developing strategies for term deposits to balance members needs for liquidity and desired returns.
• Support the execution of cash-related and other operational tasks on a daily, weekly, monthly, quarterly, and yearly basis.
• Assist in the supervision of compliance and audit responsibilities, including the management of ATM, night deposit processes, postdated and pending file management, cash and negotiable balancing.
• Help drive outcomes through leadership in campaign management and reporting.
• Provides back-up support for other advice center roles as needed.

What you bring :

Required Mandatory Designation / License / Certification :

Our Values

Cultivate trusting relationships : We are local at heart, aligned in our purpose to help our members, communities, and team thrive.

Empower and enable others : We give each other the space, trust, and tools to succeed.

Lead with curiosity : We approach all circumstances with curiosity and a drive for continuous learning and improvement.

Embrace change and execute with purpose : We plan with agility, take action, and pivot to deliver results.

Thrive as One Team : We collaborate because it strengthens us.

Sound like your next role? Apply Today.