Branch Business Account Manager

Our Story & Purpose:

Were Vancity a member-owned credit union built on the principles of inclusion and social justice. Since 1946 our relentless commitment to these values has helped us challenge the status quo and break down barriers. Weve made bold commitments to become net-zero by 2040 across all mortgages and loans and were actively pursuing strategies in Indigenous banking and financial resilience for our members.

As the largest private sector Living Wage Employer in Canada were proud to be consistently recognized as one of the countrys Top Employers. If youre ready to join our team of 2300 diverse individuals access competitive rewards and benefits and be part of a greater movement - apply today!

Your Role in Supporting Our Members:

How Youll Make an Impact:

• Meeting with members to understand their complete financial picture and cashflow
• Providing tailored needsâbased advice that is documented in CRM as part of an ongoing relationship continuum
• Proactively connecting with members to identify opportunities across personal and business banking
• Managing complex transactions including lending deposits and residential mortgages
• Completing retail and business account openings and credit applications
• Participating in branch campaigns offers and business development initiatives
• Collaborating with internal partners and specialists to deliver fullâspectrum financial solutions
• Supporting a welcoming inclusive and relationshipâfocused member experience

What Youll Bring to the Team:

• Postâsecondary education or diploma in Finance Commerce or a related field
• Minimum of 2 years experience in an Account Manager role with solid lending experience
• Proficiency in residential mortgage lending and credit adjudication support
• Demonstrated success in sales referrals and relationshipâbased business development
• Completion of one of the following: IFIC CSC or CIFC
• Completion of CUIC 210 and Financial Planning I
• Two additional courses within a CFP Core Curriculum program
• Completion of CUSOURCE courses including SelfâEmployed Borrowers and Financial Statement Analysis

Extra Skills That Set You Apart:

• Strong performance with Sustainable Wealth Management referrals
• Experience supporting small business or selfâemployed members
• Advanced relationshipâbuilding and portfolio management skills

Youll Thrive Here If You Are:

• Relationshipâfirst You prioritize trust longâterm connection and meaningful engagement over transactional outcomes
• Curious and improvementâminded Youre driven to learn grow and continuously improve results
• Collaborative and confident You work effectively with partners and exercise sound judgment
• Inclusive and authentic You communicate with empathy bring your lived experience to your work and actively work to remove bias
• Committed to Reconciliation You identify as Indigenous or are a dedicated ally motivated to advance Indigenous prosperity and trust-based banking

We value lived experience so if you are interested in this role we encourage you to apply even if you feel your skills dont perfectly align with those listed.

What Youll Earn:

This role offers a salary range of $41.36per hour to $46.05per hour. Base pay offered may vary depending on factors such as relevant qualifications skills previous experience and internal equity. As part of our total rewards package employees may also be eligible for our annual incentive program subject to program eligibility requirements.

Why Youll Love Working Here:

A career at Vancity is more than just a job youre joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

• Living Wage Employer: Were the largest private-sector Living Wage Employer in Canada and consistently ranked among Canadas Top Employers.
• Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation: New employees start with 3-4 weeks of vacation per year with additional days earned over time.
• Extra Stat Holidays: In addition to BCs 11 statutory holidays we offer 2 extra days plus care days for personal or family illness.
• Immediate Health Coverage: Health and dental benefits begin on your hire date with three levels of coverage to choose from.
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life recognizing that retirement looks different for everyone.

Vancity Talent Programs:

Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous Black or Trans. With special permission from the BC Human Rights Commissioner this initiative provides access to career development opportunities prioritized job screening and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative in line with the BC Personal Information Protection Act (PIPA). For details please see our dedicated Talent Programs job posting.

At Vancity were committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent understand and respond to our community needs and deliver on our member experience.

We are also committed to an inclusive barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage) we encourage you to let us know by contacting our Talent Acquisition team at Were here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality so you can participate fully in the process.

Required Experience:

Manager