Première détection par notre source: il y a 1 heure
Personal Relationship Manager - Listowel
@ Libro Credit Union
Listowel, Ontario
SIGNAUX
En bref
Libro Credit Union is hiring a full-time Personal Relationship Manager for its newly created Listowel Branch role, paying $73,430 to $97,907. The role manages a portfolio of high-value members across lending, day-to-day banking, investments and Aviso wealth solutions, and adds new members through outbound business development. Candidates need 3+ years in personal banking, relationship management, lending or financial advisory, plus a Mutual Funds licence.
Responsabilités :
- Manage a portfolio of high-value members
- Provide lending, banking and investment advice
- Grow investment, lending and deposit balances
- Conduct outbound business development
- Give mutual fund advice to members
Résumé des exigences :
- Business, finance or related degree or diploma
- Mutual Funds licence
- 3+ years in personal banking or relationship management
- Experience with portfolio growth and business development
- Passion for helping people with financial well-being
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- Non fourni
- Première détection par notre source
- 2026-11-15
- Mise à jour du dossier source
- 2026-11-15
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Développement des affaires |
| Expérience | 3 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Formation | Baccalauréat (préféré) |
| Domaines d’études | Business, Finance |
| Avantages mentionnés | Congés payés généreux, Régime de retraite, Aide aux études, Prime de rendement, Rabais employé, Mieux-être |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Libro Credit Union
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 15 |
Description
Career Opportunity
Libro Credit Union is growing!
Join Libro Credit Union as a Personal Relationship Manager in our Listowel Branch
At Libro Credit Union, every employee and every customer are members. Everything we do is about strengthening financial well-being for a better tomorrow.
As a Certified B Corporation©, we use business as a force for good. That means:
We are currently hiring a Personal Relationship Manager to support our Listowel Branch. This job posting is for a newly created position.
Salary Range: $73,430 - 97,907
The Personal Relationship Manager (PRM) is a key role within Libro Credit Union, responsible for managing and growing a portfolio of high-value members with complex financial needs. The PRM serves as a dedicated, single point of contact, providing comprehensive financial solutions across lending, day-to-day banking, and advisory services, and investments including Aviso wealth solutions.
This role requires a deep understanding of personal financial management, business development, and relationship management. The PRM proactively builds and deepens long-term member relationships, driving portfolio growth through exceptional service, tailored financial advice, and the consolidation of financial services. The role also involves collaborating with internal specialists to address complex member needs, ensuring a seamless and integrated financial experience.
The Role
Please note the expected salary range for this role is available on the Libro Careers site, where candidates are required to apply.
Libro Credit Union is growing!
Join Libro Credit Union as a Personal Relationship Manager in our Listowel Branch
At Libro Credit Union, every employee and every customer are members. Everything we do is about strengthening financial well-being for a better tomorrow.
As a Certified B Corporation©, we use business as a force for good. That means:
- Empowering people to live their most fulfilled lives.
- Supporting businesses and communities to thrive.
- Caring for the planet and economic growth through sustainable practices.
We are currently hiring a Personal Relationship Manager to support our Listowel Branch. This job posting is for a newly created position.
Salary Range: $73,430 - 97,907
The Personal Relationship Manager (PRM) is a key role within Libro Credit Union, responsible for managing and growing a portfolio of high-value members with complex financial needs. The PRM serves as a dedicated, single point of contact, providing comprehensive financial solutions across lending, day-to-day banking, and advisory services, and investments including Aviso wealth solutions.
This role requires a deep understanding of personal financial management, business development, and relationship management. The PRM proactively builds and deepens long-term member relationships, driving portfolio growth through exceptional service, tailored financial advice, and the consolidation of financial services. The role also involves collaborating with internal specialists to address complex member needs, ensuring a seamless and integrated financial experience.
The Role
- Manage a defined portfolio of high-value and high-potential members, acting as the primary point of contact for their financial needs.
- Provide expert-level financial advice and solutions, including personal lending, home equity lines of credit, mortgages, day-to-day banking, and investment transactions.
- Proactively identify opportunities to consolidate financial services, driving member loyalty and long-term value.
- Deliver personalized, solutions-based financial advice tailored to meet the unique needs of high-value members engaging specialists when member needs require advanced expertise.
- Consistently identify internal opportunities within the branch portfolio to grow investment, lending, and deposit balances.
- Engage in targeted outbound business development efforts to attract new high-value members.
- Maintain a clear understanding of Libro’s financial products and services, identifying cross-sell and up-sell opportunities to maximize member value.
- Provide mutual fund investment advice directly to members within the portfolio, ensuring alignment with their financial goals referring complex planning needs to Financial Planners as appropriate.
- Champion a consolidated financial services approach by integrating banking, lending, and investment solutions for high-value members.
- Bachelor's degree or diploma in business, finance, or a related field.
- Mutual Funds license.
- 3+ years of experience in personal banking, relationship management, lending, and financial advisory.
- Experience in portfolio growth, business development, financial services consolidation and managing complex financial needs for high-value clients.
- A passion for helping people grow their financial well-being.
- Display Libro’s values of Accountability, Courage, High Performance and Inclusive Mindset.
- Competitive salaries, benefit packages, pension plans, & incentive programs, that value your dedication.
- Generous vacation time.
- Employee wellness program, Employee & Family Assistance Program, fitness club discounts, technology offers, travel and entertainment deals.
- Dedicated staff banking specialists to support strengthening your own financial well-being! Staff accounts and staff rates on products and services.
- We believe in developing internal talent. Unlock your potential with tuition assistance and opportunities for advancement.
- If you're passionate about helping your community, interested in being part of a remarkable team, and want to do your part to strengthen financial well-being for a better tomorrow - we want to hear from you!
Please note the expected salary range for this role is available on the Libro Careers site, where candidates are required to apply.
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