Member Relationship Manager

Who We Are Great banking should feel effortless. The kind where things just work, the right information is easy to find, and the next step feels natural. At YNCU, we’re focused on making banking simpler, more intuitive, and more useful in the moments that matter. So instead of making people think about how banking works, we make it feel like it just does. That’s one of the ways we show care. YNCU was created by working people and small business owners who pooled their money to make affordable financial services available to one another. They weren’t just customers—they were our founders. That spirit still shapes how we work today. Innovation is part of our history, too. Credit unions helped introduce some of Canada’s earliest banking innovations, and that mindset continues at YNCU. We’re always looking for unmet needs, better ways to serve members, and simpler experiences that make banking easier to understand and use. What You’ll Be Doing The Member Relationship Manager is responsible for building new and lasting relationships with Your Neighbourhood Credit Union (YNCU) members. As a trusted financial advisor, you will help members with their everyday banking, credit, and investment needs, including mutual funds. Through exceptional and caring service, the MRM delivers a member experience focused on sound advice that matters most to members through all financial stages of life, and reflects YNCU’s vision As well, the MRM plans their activities to ensure accomplishment of day-to-day and longer-term objectives and effective administration of branch operational and audit functions. The MRM (Licensed) also assists with supervisory responsibilities such as scheduling, workflow oversight, coaching and training of team members. * Establish and further a caring and exceptional service level to build and enhance member relationships and respond in a timely, professional, and effective manner * Facilitate growth and generate revenue through achievement of objectives by increasing member acquisition and member engagement through successful product penetration and deepening member relationships * Proactively engage with members in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities * Focus on member education, leveraging technology to deliver a memorable member experience, drive results and retain business * Build and maintain strong relationships with partners and Centers of Influence to make the most of business opportunities and referrals. * Market all of YNCU’s products and services, including mutual funds (if licensed), within clearly defined policies and procedures * Actively listen and engage members in conversation to further understand their unique needs * Based on effective listening and sound financial literacy, promote and advise on the full range of lending and investment vehicles with emphasis on consumer