Empower clients as a Personal Account Manager at FCU Community Financial in Powell River. Utilize your financial acumen to deliver tailored deposit and lending solutions to our valued members.
FCU Community Financial invites a dedicated professional for its Personal Account Manager position. Based in Powell River, you’ll leverage your three years of financial services experience to build and maintain robust client relationships. Responsibilities include providing personalized financial advice, managing a growing portfolio, and developing strong referral networks within the community.
Key Responsibilities:
• Provide investment and lending services to existing members
• Meet growth targets through member follow-ups
• Develop community referral networks for business growth
• Educate branch staff on member needs and referrals
• Commit to continuous professional development and learning
Requirements:
• Active Mutual Funds License required
• Minimum three years ...