{"id":4208081,"url":"https://alion.io/job/yncu-member-relationship-manager","title":"Member Relationship Manager","company":{"id":2249439,"name":"YNCU","domain":"yncu.com","url":"https://alion.io/company/yncu-com","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Dayforce","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Kitchener, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-11-12T05:00:00Z","employer_posted_date":"2026-11-13","last_verified_at":"2026-11-13T19:22:30Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"What You’ll Be Doing\nThe 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\n\nAs 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.\nEstablish and further a caring and exceptional service level to build and enhance member relationships and respond in a timely, professional, and effective manner\nFacilitate growth and generate revenue through achievement of objectives by increasing member acquisition and member engagement through successful product penetration and deepening member relationships\nProactively 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\nFocus on member education, leveraging technology to deliver a memorable member experience, drive results and retain business\nBuild and maintain strong relationships with partners and Centers of Influence to make the most of business opportunities and referrals.\nMarket all of YNCU’s products and services, including mutual funds (if licensed), within clearly defined policies and procedures\nActively listen and engage members in conversation to further understand their unique needs\nBased on effective listening and sound financial literacy, promote and advise on the full range of lending and investment vehicles with emphasis on consumer loans, mortgages, lines of credit, mutual funds, deposit and investment vehicles, and sundry services. This will be achieved by actively pursuing membership growth opportunities and following up on staff referrals, business generating initiatives, and member inquiries.\nManage a portfolio of members with mutual funds accounts, providing investment advice to help them achieve their short, medium, and long-term goals. \nWork closely with Aviso Wealth Financial Planners including Wealth Your Way Financial Planners to provide the highest level of quality service to members\nResponsible for making qualified referrals to the Wealth Management Team by uncovering opportunities through member inquiries or conversations\nCreate and utilize a member contact strategy to ensure timely follow up and delivery of YNCU products and services\nProactively take ownership of resolving and preventing member service issues\nDevelop new sources of business by participating in ongoing call/contact programs, involvement in approved networking organizations, and by acting as an Ambassador of YNCU within the local community building strong relationship with business partners\nAssist with the implementation of business promotion campaigns and assist with monitoring results of same\nAssist and contribute ideas to help branch team develop plans for achieving branch objectives\nPlan daily/weekly/monthly/yearly activities to ensure accomplishment of day to day and longer-term objectives and ensure timelines are met\nMaintain close contact with Branch Manager ensuring they are informed of any important or reportable information regarding the operation of the branch\nProvide coverage for the Branch Manager in their absence as required\nMember Relationship Manager in planning and supervising branch team including workflow, assignment of duties, coaching, scheduling, and training of team members\nMRM with hiring, determining promotions, and performance management of branch team members\nAssist with the administration of YNCU’s credit policies ensuring all loans or credit applications are effectively evaluated, clearly documented, adequately secured and that required collection and control procedures are employed\nCoordinate branch operations and team member responsibilities within applicable policies and procedures to ensure compliance, effectively perform required branch audit functions and ensure security of premises and lock-up procedures are clearly understood and adhered to\nComplete performance reviews and share honest and clear feedback regarding strengths and areas for improvement with team members\nIdentify, create and implement ways to streamline work processes to achieve time, resource and cost efficiencies including but not limited to the use of automation\nAbide by YNCU policies, procedures, standards, guidelines, and practice\nWork safely in accordance with YNCU's Health & Safety Policy, procedures and the Occupational Health and Safety Act as amended from time to time \nOther duties as assigned\n\nWhat we are looking for\nPost-secondary diploma and/or certification in business, finance or a related program, or equivalent business experience\nMinimum four (4) years’ experience in financial services predominantly in retail branch operations with supervisory experience preferred\nKeen interest in the economic environment and financial trends\nInvestment Funds in Canada (IFC) designation through the Canadian Securities Institute (CSI) \nCertified Financial Planner (CFP)/Personal Financial Planner (PFP) designation considered an asset\nUnderstanding of compliance requirements\nMust be computer literate, have an effective working knowledge of Microsoft Office (Outlook Excel, Word) and a willingness and ability to learn and utilize YNCU’s banking system, applications, platforms, and emerging technologies\nMust have a valid Ontario driver’s license and reliable available vehicle\nMust be bondable\n\nReports to: Branch Manager\nJob Type: Regular, Full Time\nWork Location: Weber St. E, Kitchener, Ontario\n\nThe compensation offered to the successful applicant for this role will be determined by the candidate’s relevant skills and experience and internal equity. More information about our total rewards package will be available during the hiring process.","description_format":"text","description_chars":6279,"description_truncated":false,"requirements":{"experience_years_min":4,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"phd","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Growth opportunities"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Credit Unions & Cooperative Banks"],"lifecycle":[{"event":"open","at":"2026-11-13T00:13:12Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":27,"reasons":["conf:4","win:early"],"computed_at":"2026-11-13T23:31:27Z"},"pay":null,"html_url":"https://alion.io/job/yncu-member-relationship-manager","json_url":"https://alion.io/job/yncu-member-relationship-manager.json","meta":{"generated_at":"2026-11-13T23:31:27Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":46905,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2249439},"rest":"https://alion.io/mcp/rest/get_company?id=2249439"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fyncu-member-relationship-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fyncu-member-relationship-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fyncu-member-relationship-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/yncu-member-relationship-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fyncu-member-relationship-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4208081}},{"tool":"search_jobs","arguments":{"company":"yncu.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4208081},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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