Personal Relationship Manager at Libro
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Libro Credit Union
📍 leamington, essex county, Canada
Job Description
Excel in financial well-being at Libro Credit Union as a Personal Relationship Manager in Leamington. Support high-value members with tailored financial advice and solutions.
Libro Credit Union seeks a knowledgeable Personal Relationship Manager for its Leamington Branch. This role involves managing high-value member portfolios and providing expert financial advice on lending, mortgages, and investments. You will identify consolidation opportunities to enhance member loyalty and align services with individual financial goals.
Key Responsibilities:
• Manage a portfolio of high-value members
• Provide expert financial advice on lending and investments
• Identify consolidation opportunities to enhance services
• Engage in business development to attract new members
• Champion integrated financial solutions for clients
Requirements:
• Bachelor’s degree in business or finance
• Mutual Funds license required
...
Libro Credit Union seeks a knowledgeable Personal Relationship Manager for its Leamington Branch. This role involves managing high-value member portfolios and providing expert financial advice on lending, mortgages, and investments. You will identify consolidation opportunities to enhance member loyalty and align services with individual financial goals.
Key Responsibilities:
• Manage a portfolio of high-value members
• Provide expert financial advice on lending and investments
• Identify consolidation opportunities to enhance services
• Engage in business development to attract new members
• Champion integrated financial solutions for clients
Requirements:
• Bachelor’s degree in business or finance
• Mutual Funds license required
...