Personal Relationship Manager- Leamington

Job Overview

Personal Relationship Manager (PRM) at Libro Credit Union is responsible for managing and growing a portfolio of high‑value members with complex financial needs in the Leamington Branch. The PRM serves as a dedicated, single point of contact, providing comprehensive financial solutions across lending, day‑to‑day banking, advisory services, and investment transactions.

Key Responsibilities

• Manage a defined portfolio of high‑value and high‑potential members and act as their primary point of contact.
• Provide expert‑level financial advice and solutions, including personal lending, home equity lines of credit, mortgages, daily banking, and investment transactions.
• Proactively identify opportunities to consolidate financial services, driving member loyalty and long‑term value.
• Deliver personalized, solutions‑based financial advice tailored to meet the unique needs of high‑value members, engaging specialists when adva...