Rapport Credit Union is a new kind of financial institution. Unlike the big banks, we spend the time required to get to know our members because they\xe2\x80\x99re more than just customers to us. We want to give our members the right advice and a plan that will enable them to live the life they desire. We serve over 17,000 members at 10 branch locations, with close to 80 employees and approximately $313 million in assets under administration. Rapport Credit Union is owned by our members, and we provide a full range of banking services, from savings and chequing accounts to loans and mortgages to financial planning and investment management. All at very competitive rates and backed by knowledgeable, helpful staff who pledge to put you first. We are looking for exceptional individuals to join Rapport Credit Union! The Personal Account Manager is responsible for understanding the financial needs of our members and providing advice and recommendations to fit their needs. The Personal Account Manager will build and develop relationships with existing members and actively seek further business opportunities within the community. They will assist our members in achieving their financial goals by providing advice and recommendations to fit their needs through a wide range of financial services, including personal loans and basic investments. Key Responsibilities

• Proactively establish, develop and maintain strong client relationships through regular contact and the concept of relationship building to expand member/client relations and provide the appropriate advice and recommendations to fit their financial needs.
• Promote a full range of personal banking products and services with emphasis on personal loans, mortgages, lines of credits, deposit and investments products and other credit union services.

• Interview loan and mortgage applicants, analyze financial information, assess credit and ensure compliance, operational and system controls in accordance with Rapport regulatory standards and government regulations.
• Provide investment advice and identifies the appropriate solution including registered and non-registered term deposits and TSFA\xe2\x80\x99s that fits and meets the members\xe2\x80\x99 needs. Refer mutual funds investments to Wealth Management team as required.
• Participate in business development activities by actively soliciting membership growth opportunities.

Qualifications

• Post secondary education with five years\xe2\x80\x99 related experience in a financial institution.
• In-depth knowledge of deposit and lending products; advanced credit and interviewing techniques with experience in providing credit solutions.
• Proven success in growing the business and establishing community and member relationships.
• Demonstrated ability to build networks and identify key contacts.
• Excellent communication, time management and organizational skills.

Rapport Credit Union is an equal opportunity employer. Accessibility accommodations for candidates with disabilities participating in the selection process are available on request. Any information received related to accommodation needs of applicants will be addressed confidentially. All applicants are invited to apply. Rapport Credit Union would like to thank all applicants for their interest in this role however only qualified candidates will be contacted. Job Types: Full-time, Permanent Benefits:

• Dental care
• Extended health care
• Life insurance
• Vision care

Schedule:

• 8 hour shift

Experience:

• Lending: 2 years (required)
• Financial services: 3 years (required)

Work Location: In person