connectFirst Credit Union

Product Manager

• Own and execute the Profit Share program
• Ensure accuracy and completeness of Common Share Dividends, Investment Share Dividends, and Patronage payouts
• Make strategic recommendations for the evolution of the holistic loyalty strategy
• Ensure loyalty strategy alignment with the Value Proposition and target member segments
• Coordinate member- and employee-facing campaigns supporting Profit Share and deposit-gathering programs
• Collaborate with Marketing, Communications, Sales Effectiveness, Operations, and delivery teams
• Recommend enhancements to existing Profit Share and deposit-gathering programs
• Use available data to monitor, evaluate, and improve program results
• Implement, refine, and measure the use of the value proposition and target member segments in member lifecycle strategies
• Employ modern banking product planning, customer journeys, and product development processes
• Monitor and evaluate markets, trends, and competitive dynamics
• Identify and assess opportunities or enhancements to existing programs

Product Manager – Loyalty and Value Proposition

Financial Planning and Analysis

• Develop long-term relationships with members and build trust
• Deliver customized financial solutions
• Meet and exceed daily sales targets through rapport-building, open-ended questions, and identifying member needs
• Achieve and exceed business development targets through inbound member conversations
• Generate proactive loan dollars, deposit growth, new memberships, and chequing account opportunities
• Answer member inquiries and provide exceptional service via inbound calls, emails, chat, SMS, and video calls
• Provide a consistently excellent member experience while adhering to standards and guidelines
• Identify and pursue sales opportunities matching members with suitable products and solutions
• Assist members with technical inquiries and requests related to online and mobile banking
• Participate in individual, Contact Centre, and corporate campaigns while adhering to call quality standards
• Report to the Team Lead

Product Manager – Loyalty and Value Proposition

Financial Advisor – Member Contact Centre