Personal Relationship Manager

Position: Personal Relationship Manager at Libro Credit Union
Elevate financial well-being as a Personal Relationship Manager with Libro Credit Union in Listowel. This role focuses on providing tailored financial solutions for high-value members.

In this newly created position, you will manage a portfolio of crucial clients, offering expert advice on personal lending, home equity lines, and investments. Your efforts will help drive member loyalty while addressing their unique financial needs. Join a company committed to using business as a force for good while showcasing your skills in relationship management.

Key Responsibilities:

• Manage a portfolio of high-value members’ financial needs

• Provide expert financial advice, including personal lending

• Identify consolidation opportunities to enhance member loyalty

• Deliver personalized financial solutions tailored to each client

• Engage in outbound efforts to attract new members

Requirements:

• Bachelor’s degree in business or finance-related field

• 3+ years in personal banking and financial advisory

• Mutual Funds license required

• Proven experience in portfolio growth and client management

• Passion for improving financial well-being

Seek a rewarding career supporting individuals and businesses at Libro in Listowel.
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