Personal Account Manager at FCU Community Financial

Drive financial growth as a Personal Account Manager at FCU Community Financial in Powell River. Cultivate relationships, provide tailored financial advice, and enhance member satisfaction within a dynamic team.
As a Personal Account Manager, you will leverage your strong business development acumen and a passion for client service to grow our member portfolio. Your responsibilities include providing deposit, investment, and lending advice, as well as fostering a referral network. Engage with your community through various marketing initiatives and support branch goals as a collaborative team member.
Key Responsibilities:
• Build and strengthen member relationships for portfolio growth
• Provide personal financial advice and product recommendations
• Analyze member needs and recommend suitable services
• Generate business development activities and community engagement
• Assist in branch success and educate team members
Requirements:
• Active Mutual Funds Lic...