Job Description

Why FirstOntario?

Competitive compensation packages
Top-tier health and wellness benefits, including comprehensive benefits packages and a yearly health spending account
Enhanced mental health benefits through SunLife and TELUS Health
Exclusive banking benefits
Up to $1000 per year towards professional development
Pension Plan
Flex-work environment
Company-wide Employee Volunteer program (Blue Wave Program)
Employee and Family Assistance Program

Job Overview

The Relationship Manager, Creative Industries is a growth-focused front-line role within a close, collaborative team, responsible for deepening member relationships, supporting more complex personal banking needs, providing support to business banking members, and increasing proactive revenue activity across the creative and entrepreneurial communities.

Role

Sales and Service

Develop, and manage a portfolio of personal, business, and entrepreneurial member relationships by identifying needs early, deepening engagement, and increasing share of wallet across deposits, lending, wealth, and payments to achieve assigned sales targets
Drive membership growth through proactive outreach, including at our studio offsite location(s), disciplined follow-up, strong onboarding conversion, and consistent opportunity management rather than reliance on transactional branch traffic alone
Lead advice-based conversations that uncover immediate and future financial needs, positioning suitable solutions that support member goals while contributing to deposit, lending, and non-margin income growth
Identify more complex credit and wealth opportunities and coordinate high-quality referrals to internal partners, including Wealth and Business Banking, with clear context and follow-through
Apply strong knowledge of personal and business banking products to expand product penetration, improve solutioning, and support members with blended personal and entrepreneurial banking needs
Build long-term relationships through regular proactive contact, structured follow-up, and clear relationship ownership that improves retention, reduces handoffs, and creates a consistent member experience
Support growth initiatives tied to the studio-based service model by balancing advice, acquisition, relationship deepening, and specialized member engagement within the creative sector

Financial Guidance & Credit Support

Provide advice-led guidance aligned to member needs and goals by identifying suitable products and services that support growth, deepen relationships, and increase product penetration
Support personal credit requests, including loans, lines of credit, and mortgage solutions, while proactively identifying opportunities to advance lending conversations and improve conversion outcomes
Recognize and assess more complex deposit and lending scenarios involving self-employed or entrepreneurial members, identifying needs earlier and escalating or referring with strong supporting context
Identify business banking and commercial opportunities early and advance them through strong internal referrals that support broader relationship capture and revenue growth
Lead conversations related to savings and longer-term goals, particularly for members with variable or self-employed income, with a focus on early wealth discovery and relationship deepening
Recognize when more complex planning or investment needs should be referred to a senior advisor or specialist, ensuring timely follow-up and stronger referral outcomes that support funds under management growth

Creative Community Exposure

Learn about the financial realities of creative professionals and entrepreneurs and actively apply that knowledge to deliver relevant, practical banking guidance and member solutions
Act as brand ambassador by participating in creative-sector or community events while actively promoting and strengthening brand presence
Build authentic relationships within creative and business communities over time to reinforce our commitment to the creative sector
Performs additional duties as assigned

Requirements

Diploma or degree in business, finance, or a related field, or relevant industry experience
Three (3) years of experience in financial services including relationship management, credit, sales, and member service or relevant industry experience
Two (2) years working within creative businesses or communities
Experience in working with self-employed, entrepreneurial, or creative members
Stay abreast of all credit and investment product and services and stay current on our processes
Strong communication and relationship-building skills
Ability and commitment to meet assigned sales, growth, and ancillary targets by proactively identifying member needs, deepening relationships, and delivering appropriate solutions through direct service and internal referrals
Strong problem‑solving skills and ability to take initiative to independently research and source accurate information related to internal policies, products and processes
Strong organizational skills with the ability to manage day‑to‑day workflows and priorities
Strong attention to detail in maintaining accurate documentation, and follow up on tasks to support timely completion of requests and commitments
Curiosity, adaptability, and willingness to learn
Be aware of and mitigate enterprise risk factors and ensure compliance with applicable regulations, legislation and FirstOntario policies and procedures
Willingness and ability to travel as required and work flexible or irregular hours to support member service, events, and branch operations

This posting is for an existing vacancy.

Salary Range: $59,078 to $81,233 annually.

Compensation for this role reflects a combination of skills, experience, and internal equity. Those whose experience more closely aligns the role's requirements may be placed higher within the salary range. You will learn more about FirstOntario Credit Union's total rewards package during the interview process.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

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FirstOntario Credit Union

Open Positions

Relationship Manager, Creative Industries