S Virtual Relationship Manager Role

Position: Prospera's Virtual Relationship Manager Role
Enhance customer financial well-being as a Virtual Relationship Manager s hybrid role emphasizes meaningful virtual interactions and personalized service.

You will engage with members, providing tailored financial guidance and managing their inquiries effectively. With a robust background in financial services and strong interpersonal skills, your expertise will help members navigate lending and investment opportunities. Flexibility is key, as the role supports an extended hours operation while promoting an inclusive work environment.

Key Responsibilities:

• Offer personalized financial guidance across various channels

• Conduct virtual appointments and face-to-face interactions

• Process loan applications and advise on investments

• Assist with insurance coverage options seamlessly

• Provide technical support for online banking inquiries

Requirements:

• 3+ years of experience in the financial sector

• Knowledge of lending and investment products required

• Contact center experience is a strong asset

• Must possess or be willing to obtain mutual fund license

• Excellent verbal communication and advisory skills

Cultivate financial growth and relationship-building as a key team member at Prospera.
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