Member Relationship Manager

Job summary

Build and maintain member relationships by providing advice on everyday banking, credit, lending, mortgages, deposits, and investments, while identifying needs and developing new business. Support branch operations, credit administration, compliance, issue resolution, and team coordination, including providing coverage for the Branch Manager when needed.

Job details

Woodstock, ON Posting #: 26-81 Location: Woodstock Reports to: Branch Manager Hours: 37.5 Job Type: Temporary, Full-Time (Approx 18 Mo.) Job Grade: 6 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 Your Neighbourhood Credit Union (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. 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. This position is for an existing vacancy within our team. 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 Investment Funds in Canada (IFC) designation through the Canadian Securities Institute (CSI) considered an asset 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. YNCU Is Recognized For The Following B Corp Certified 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 Training and Development Opportunities Community Sponsored Events Employee and paid Volunteer opportunities Opportunities to get involved with fun and meaningful committees Free banking account Discounted Employee Rates Salary range: $65,000 - 75,000 The compensation offered to the successful applicant for this role will be determined by the candidate’s relevant skills and experience, and internal equity. More information about our total rewards package will be available during the hiring process. 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, layoff, recall, 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.

What you’ll do

Build and maintain member relationships by providing advice on everyday banking, credit, lending, mortgages, deposits, and investments, while identifying needs and developing new business. Support branch operations, credit administration, compliance, issue resolution, and team coordination, including providing coverage for the Branch Manager when needed.

Requirements

Applicants need a post-secondary diploma or certification in business, finance, or a related field, or equivalent business experience, and at least four years of financial services experience, including one year in an advisory role. They should understand investments and retail lending, be proficient with Microsoft Office, be willing to learn the credit union’s systems, hold a valid Ontario driver’s license with access to a reliable vehicle, and be bondable; the IFC designation is an asset.

Benefits

• Competitive Compensation • Incentive Programs • Pension Matching • Employer-Paid Benefits • Employee and Family Assistance Program • Wellness Initiatives • Calm Membership • Consult+ Access • Virtual Fitness Training • Training and Development Opportunities • Community-Sponsored Events • Paid Volunteer Opportunities • Free Banking Account • Discounted Employee Rates

Listed skills

• Customer service · Preferred
• Compliance · Preferred
• issue resolution · Preferred
• Microsoft Office · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Member Relationship Management
• Financial Advisory
• Retail Banking
• Investment Advice
• Retail Lending
• Credit Assessment
• Business Development
• Sales and Referrals
• Customer Service
• Issue Resolution
• Financial Product Knowledge
• Compliance
• Branch Operations
• Team Coaching
• Microsoft Office
• Networking

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership