Regional Channel Manager, Reverse Mortgages at EQ Bank Equitable Bank
British Columbia, British Columbia, Canada -
Full Time


Start Date

Immediate

Expiry Date

21 Apr, 25

Salary

0.0

Posted On

22 Jan, 25

Experience

0 year(s) or above

Remote Job

No

Telecommute

No

Sponsor Visa

No

Skills

Leadership, Presentation Skills, Anti Money Laundering, Terrorist Financing

Industry

Banking/Mortgage

Description

JOIN A CHALLENGER

Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada’s Challenger Bank™, and have been around for more than 50 years. Equitable Bank’s wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people’s lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World’s Best Banks list since 2021.

Presentation Skills – 10%

  • Ensuring the presentation is an approved presentation from leadership and/or marketing. Ad Hoc Presentations without approval are not permitted.
  • Intimate knowledge of product promotions. Ensuring that they are working with the most recent sales presentation covering topics pertaining to reverse mortgages including Equitable policies on Anti Money Laundering and Terrorist Financing and pertinent compliance requirements
Responsibilities

THE CORE RESPONSIBILITIES!

  • Relationship Management - 40%
  • The RCM must be a highly organized individual who is self-directed to manage and report on the status of sales and market activity via referral support, direct client outreach and industry development events.
  • As a Key member of the Equitable Bank Reverse Mortgage team, establish a high standard of care and behavior with all internal and external stakeholders.
  • Work in tandem with SFR sales team to identify high-potential mortgage brokers, financial advisors and other referral sources, quickly establishing Equitable Bank as a trusted partner.
-

Sales Activities and Achievements – 40%

  • Where applicable, provide consultant-like service to support brokers and advisors in their efforts to establish themselves as reverse mortgage experts. This may include, but is not limited to, providing product training, guidance on marketing, introductions to other industry experts, and business strategy support.
  • In conjunction with the SFR RBMs, discuss, on a weekly basis, with the respective Credit Managers the performance of the reverse mortgage pipeline to maximize production from key brokers as well as challenges and successes around service.
  • Provide mid-level performance analysis of the region, upon request from leadership, as to increase the efficiency of the business development function and be prepared to discuss at National meetings.

-

Presentation Skills – 10%

  • Ensuring the presentation is an approved presentation from leadership and/or marketing. Ad Hoc Presentations without approval are not permitted.
  • Intimate knowledge of product promotions. Ensuring that they are working with the most recent sales presentation covering topics pertaining to reverse mortgages including Equitable policies on Anti Money Laundering and Terrorist Financing and pertinent compliance requirements.

-

Leadership – 10%

  • Take part in industry associations in order to establish an Equitable Bank as a trusted partner and provider of high-quality financial products. As well, seek to collect valuable feedback to support in the advance of products, services and process.
  • Drive performance by setting targets that align with corporate objectives and the strategic plan.
  • Set and enforce company standards for operations and quality of service.

WHAT WE OFFER [FOR FULL-TIME PERMANENT ROLES]

\uD83D\uDCB0 Competitive discretionary bonus
✨ Market leading RRSP match program
\uD83E\uDE7A Medical, dental, vision, life, and disability benefits
\uD83D\uDCDD Employee Share Purchase Plan
\uD83D\uDC76\uD83C\uDFFD Maternity/Parental top-up while you care for your little one
\uD83C\uDFDD Generous vacation policy and personal days
\uD83D\uDDA5 Virtual events to connect with your fellow colleagues
\uD83C\uDF93 Annual professional development allowance and a comprehensive Career Development program
\uD83D\uDC9B A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.
We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.
We can’t wait to get to know you

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