Member Relationship Manager
Top Benefits
About the role
Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?
Here at YNCU, we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.
Take a look at this job posting, and if it’s a good fit, we encourage you to apply. If it’s not for you but you know someone that may be better suited for it, we welcome you to share it with them! Thanks for checking us out!
The Role
The Member Relationship Manager is responsible for building new and lasting relationships with Your Neighbourhood Credit Union (YNCU) members. As a trusted financial advisor, you will help members with their everyday banking, credit, and investment needs. Through exceptional and caring service, the MRM delivers a member experience focused on sound advice that matters most to members through all financial stages of life, and reflects YNCU’s vision.
Member Engagement & Financial Advisory (90%)
· Deliver Exceptional Service: Build and enhance member relationships by providing caring and professional service, responding promptly to their needs.
· Proactive Member Interaction: Engage with members within the branch and the community to uncover banking needs, offer assistance, and identify opportunities for referrals.
· Financial Solutions: Advise on a comprehensive range of financial products and services, including loans, mortgages, lines of credit, deposits, and investment vehicles.
· Member Education: Educate members, leveraging technology to enhance their banking experience and ensure business retention.
· Business Development: Develop new business opportunities through outreach programs, networking, and acting as an ambassador of YNCU.
· Cross-Functional Collaboration: Work closely with internal partners to provide comprehensive financial solutions and make qualified referrals.
· Strategic Planning: Plan activities to achieve both short-term and long-term objectives, ensuring timelines are met.
· Issue Resolution: Take ownership of resolving member service issues, ensuring high satisfaction levels.
Branch Operations & Occasional Supervisory Support (10%)
· Operational Oversight: Assist in implementing business promotion campaigns and contribute ideas to help the branch team achieve objectives.
· Credit Administration: Support the administration of credit policies by ensuring loan applications are effectively evaluated and documented.
· Compliance & Security: Coordinate branch operations within applicable policies to ensure compliance and maintain security protocols.
· Leadership Support: Provide coverage for the Branch Manager during their absence, assisting with scheduling and team coordination.
· Team Development: Assist in coaching and training team members to foster a collaborative environment.
What we are looking for
· Post-secondary diploma and/or certification in business, finance or a related program, or equivalent business experience
· Minimum four (4) years’ experience in financial services predominantly in retail branch operations with at least 1 year in an advisory capacity
· Keen interest in the economic environment and financial trends
· Proven understanding of investments and retail lending
· Must be computer literate, have an effective working knowledge of Microsoft Office (Outlook Excel, Word) and a willingness and ability to learn and utilize YNCU’s banking system, applications, platforms, and emerging technologies
· Must have a valid Ontario driver’s license and reliable available vehicle
· Must be bondable
Why work at YNCU?
YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. Through our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws, we even let you choose the causes we donate to and support.
· Certified Ontario Living Wage Employer
· B Corp Certified
· Southwestern Ontario Top Employers (2025)
· Waterloo Area's Top Employers (2025)
· Canada's Healthy Workplace Month Great Employer Award (2024)
· Flexible work arrangements once fully oriented
· Competitive Compensation, Incentive Programs and Benefits
· 37.5-hour work week
· 7% matching pension
· Benefits are 100% paid for by YNCU
· Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, Consult+, and LIFT Virtual Fitness
· Learning and Development Opportunities
· Paid Volunteer opportunities
· Fun and meaningful Employee Resource Groups
· Free bank account and discounted rates for Employee’s
YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.
YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, leave of absence, compensation, benefits, and training.
Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at careers@yncu.com
Job Types: Full-time, Permanent
Benefits:
- Company events
- Company pension
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Wellness program
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
Education:
- Secondary School (preferred)
Language:
- English (preferred)
Work Location: In person
About Your Neighbourhood Credit Union (YNCU)
YNCU is a local credit union that's been serving communities across Southwestern and Northern Ontario for over 75 years. We pride ourselves on being an honest financial partner who understands the real trials and financial realities of our members' lives today. We’re the kind of partner who would rather use our profits to fuel local growth than let them leave the communities we belong to.
We're proud to be a Certified B Corp. As a cooperative organization, we believe in being a part of a larger movement to benefit all people, communities, and the planet. We are committed to being in business for purpose, not just for profit.
Our business thrives when people from the neighbourhood come to work with us, especially community-minded people who are passionate about giving back to the place they call home. Working here allows you to make meaningful connections and build a sense of community that sets YNCU apart from the big banks: we believe in keeping our dollars local by re-investing in our members, staff and neighbours.
Join our Neighbourhood and become part of a financial institution that is dedicated to making things happen for our members!
YNCU acknowledges the history of the traditional territory on which it operates. YNCU is headquartered on the traditional territory of the Neutral, Anishinaabeg and Haudenosaunee Peoples as well as on Robinson-Huron Treaty territory, traditional territory of the Anishnaabeg, specifically the Garden River and Batchewana First Nations, as well as Métis People. We recognize our responsibility to serve as stewards for the land and respect and honour the long standing relationships of the original caretakers who came before us.
This land acknowledgement is a small act of reconciliation on behalf of YNCU to our First Nations community members. We welcome any suggestions for this land acknowledgment, or for how we can better act as stewards of respect and reconciliation.
Member Relationship Manager
Top Benefits
About the role
Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?
Here at YNCU, we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.
Take a look at this job posting, and if it’s a good fit, we encourage you to apply. If it’s not for you but you know someone that may be better suited for it, we welcome you to share it with them! Thanks for checking us out!
The Role
The Member Relationship Manager is responsible for building new and lasting relationships with Your Neighbourhood Credit Union (YNCU) members. As a trusted financial advisor, you will help members with their everyday banking, credit, and investment needs. Through exceptional and caring service, the MRM delivers a member experience focused on sound advice that matters most to members through all financial stages of life, and reflects YNCU’s vision.
Member Engagement & Financial Advisory (90%)
· Deliver Exceptional Service: Build and enhance member relationships by providing caring and professional service, responding promptly to their needs.
· Proactive Member Interaction: Engage with members within the branch and the community to uncover banking needs, offer assistance, and identify opportunities for referrals.
· Financial Solutions: Advise on a comprehensive range of financial products and services, including loans, mortgages, lines of credit, deposits, and investment vehicles.
· Member Education: Educate members, leveraging technology to enhance their banking experience and ensure business retention.
· Business Development: Develop new business opportunities through outreach programs, networking, and acting as an ambassador of YNCU.
· Cross-Functional Collaboration: Work closely with internal partners to provide comprehensive financial solutions and make qualified referrals.
· Strategic Planning: Plan activities to achieve both short-term and long-term objectives, ensuring timelines are met.
· Issue Resolution: Take ownership of resolving member service issues, ensuring high satisfaction levels.
Branch Operations & Occasional Supervisory Support (10%)
· Operational Oversight: Assist in implementing business promotion campaigns and contribute ideas to help the branch team achieve objectives.
· Credit Administration: Support the administration of credit policies by ensuring loan applications are effectively evaluated and documented.
· Compliance & Security: Coordinate branch operations within applicable policies to ensure compliance and maintain security protocols.
· Leadership Support: Provide coverage for the Branch Manager during their absence, assisting with scheduling and team coordination.
· Team Development: Assist in coaching and training team members to foster a collaborative environment.
What we are looking for
· Post-secondary diploma and/or certification in business, finance or a related program, or equivalent business experience
· Minimum four (4) years’ experience in financial services predominantly in retail branch operations with at least 1 year in an advisory capacity
· Keen interest in the economic environment and financial trends
· Proven understanding of investments and retail lending
· Must be computer literate, have an effective working knowledge of Microsoft Office (Outlook Excel, Word) and a willingness and ability to learn and utilize YNCU’s banking system, applications, platforms, and emerging technologies
· Must have a valid Ontario driver’s license and reliable available vehicle
· Must be bondable
Why work at YNCU?
YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. Through our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws, we even let you choose the causes we donate to and support.
· Certified Ontario Living Wage Employer
· B Corp Certified
· Southwestern Ontario Top Employers (2025)
· Waterloo Area's Top Employers (2025)
· Canada's Healthy Workplace Month Great Employer Award (2024)
· Flexible work arrangements once fully oriented
· Competitive Compensation, Incentive Programs and Benefits
· 37.5-hour work week
· 7% matching pension
· Benefits are 100% paid for by YNCU
· Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, Consult+, and LIFT Virtual Fitness
· Learning and Development Opportunities
· Paid Volunteer opportunities
· Fun and meaningful Employee Resource Groups
· Free bank account and discounted rates for Employee’s
YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.
YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, leave of absence, compensation, benefits, and training.
Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at careers@yncu.com
Job Types: Full-time, Permanent
Benefits:
- Company events
- Company pension
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Wellness program
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
Education:
- Secondary School (preferred)
Language:
- English (preferred)
Work Location: In person
About Your Neighbourhood Credit Union (YNCU)
YNCU is a local credit union that's been serving communities across Southwestern and Northern Ontario for over 75 years. We pride ourselves on being an honest financial partner who understands the real trials and financial realities of our members' lives today. We’re the kind of partner who would rather use our profits to fuel local growth than let them leave the communities we belong to.
We're proud to be a Certified B Corp. As a cooperative organization, we believe in being a part of a larger movement to benefit all people, communities, and the planet. We are committed to being in business for purpose, not just for profit.
Our business thrives when people from the neighbourhood come to work with us, especially community-minded people who are passionate about giving back to the place they call home. Working here allows you to make meaningful connections and build a sense of community that sets YNCU apart from the big banks: we believe in keeping our dollars local by re-investing in our members, staff and neighbours.
Join our Neighbourhood and become part of a financial institution that is dedicated to making things happen for our members!
YNCU acknowledges the history of the traditional territory on which it operates. YNCU is headquartered on the traditional territory of the Neutral, Anishinaabeg and Haudenosaunee Peoples as well as on Robinson-Huron Treaty territory, traditional territory of the Anishnaabeg, specifically the Garden River and Batchewana First Nations, as well as Métis People. We recognize our responsibility to serve as stewards for the land and respect and honour the long standing relationships of the original caretakers who came before us.
This land acknowledgement is a small act of reconciliation on behalf of YNCU to our First Nations community members. We welcome any suggestions for this land acknowledgment, or for how we can better act as stewards of respect and reconciliation.