Relationship Manager - Ready Now (Victoria Region) dy Now
$65,800–$79,000 year
On-siteTillicum, Washington, United States
Job Summary
Conduct day-to-day banking, lending, and investment advisory for members, identifying opportunities to deepen relationships and support new acquisition. Use banking expertise to match customer needs with core banking products, complex investments, and small business solutions while collaborating with branch teams on insurance referrals. Engage customers in the "Where You're at Money Chat" to help them manage, save, grow, and protect their financial well-being. Requires five years of experience in banking or credit unions, post-secondary education in finance, and Investment Funds in Canada certification. Starting salary $65,800–$79,000 at the Tillicum Branch.
Required Qualifications
- Experience helping customers in either a bank or a credit union for a minimum five years
- Post-secondary education in finance, business administration or a related field
- Investment Funds in Canada
- Solid understanding of day-to-day banking, complex investment, and lending products
- Enhanced Criminal Record Check
- Credit Check
- Identity Verification
- Employment Verification
- References
Desired Qualifications
- You are a sales pro and have an x-ray vision to spot sales and referral opportunities
- You like to build relationships with a wide variety of people and want to help them with simple financial needs
- You are a multi-tasker, able to prioritize and organize what needs to get done coupled with a high attention to detail
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