Relationship Manager Support

Logic Executive Search & Workplace Solutions is proud to partner with Libro Credit Union on the recruitment of a Personal Relationship Manager in Kingsville, Ontario . Reporting to the Branch Manager, the Personal Relationship Manager is responsible for maintaining a high level of portfolio management discipline, driving member loyalty, and consistently identifying growth opportunities within the existing member base while also sourcing new high-value relationships.

This posting is for a vacancy within the organization.

Base Salary Range: $71,639 – $95,519 per year, plus eligibility for a 10% short-term incentive pay bonus

• Work for a purpose-driven organization that puts members, local businesses, and communities first
• Grow your career in a collaborative environment that values performance, professional development, and community impact

Managing a defined portfolio of high-value and high-potential members as the primary point of contact for their financial needs.

• Providing expert financial advice across lending, mortgages, HELOCs, day-to-day banking, and investment transactions.
• Identifying opportunities to consolidate financial services to drive member loyalty and long-term value.
• Engaging internal specialists to address complex planning, lending, or insurance needs.
• Building strong internal partnerships to increase retention and wallet share.
• Referring complex wealth, retirement, or estate planning needs to Financial Planners.
• Integrating banking, lending, and investment solutions to support a consolidated financial services approach.
• Ensuring compliance with regulatory requirements, policies, and risk guidelines.
• Maintaining accurate documentation and disciplined portfolio management while balancing risk and growth.

Diploma or Bachelor’s degree in business, finance, or a related field.

• 3+ years of experience in personal banking, relationship management, lending, or financial advisory.
• Proven ability to manage complex financial needs for high-value members and grow portfolios through business development and service consolidation.
• Experience in wealth advisory, personal lending, or high-value relationship management, with strong knowledge of lending structures, credit, and financial products.
• Strong business development, portfolio management, and financial analysis skills, with the ability to deliver integrated solutions.
• Results-driven, proactive, and adaptable, with strong communication, negotiation, and relationship management skills.
• Logic Executive Search and Workplace Solutions is dedicated to supporting opportunities that reflect the diversity of the communities we serve. Logic Executive Search and Workplace Solutions is committed to providing accessible employment practices that follow the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code.