Branch Business Account Manager Branch 16 18-month contract
Branch Business Account Manager Branch 16 18-month contract
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Job Description
About Vancity
Vancity is a memberowned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity netzero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.
Vancity is the largest private sector Living Wage Employer in Canada and has been consistently recognized as one of the Top Employers in Canada. If youre interested in joining their team of 2700 diverse individuals and accessing competitive rewards and benefits all while knowing you are part of a greater movement then apply today!
The Role: Branch BusinessAccount Manager
As a Branch Business Account Manager (BBAM)you will manage member contact inperson over the phone and virtually with comfort while acting on all available campaigns and proactively contacting for opportunities of growth. The BBAM will be able to process a full range of complex transactions that include personal and mortgage credit and a broad range of business banking needs (transactional lending and deposit). The BBAM will support branch goals by proactively bundling Vancity products and services actively participating in campaigns and member offers while working with a diverse network of internal specialists. The BBAM will be able to complete a wide range of tasks from opening accounts (retail and business) and including completion of credit applications for both businesses and retail individuals and will maintain availability inbranch to support new and existing members.
This is for a Fulltime 18Month Contract role Located at North Road Community Branch (Branch 16 and reports directly to Branch Management Team.
A typical day would involve:
- Meet with branch team to celebrate results educate recognize and coach.
- Meet with and understanding each members complete cashflow to determine their unique immediate secondary needs.
- Provide relevant tailored advice that is documented in CRM and part of an advice and relationship continuum (a routinized business development lifecycle) not a oneoff transaction. All interactions should be focused on results and should end with a and next time we meet we will vs a closedended goodbye.
- Proactive connection with members to understand needs and provide relevant advice (this should be very focused on improving results across all lines of business increasing the number of lines of business serving all members as well as number of services each member holds).
- Engage with partners across the organization to present a fullspectrum of advice always pushing oneself to better present areas of the business and solutions you are less comfortable with.
You are:
- Inquisitive curious creative driven to improve andresultdriven.
- Have or are developing a passion for small business markets business finance and broadening your understanding of all solutions.
- Personable and outgoing relatable bringing your lived experience to your interactions demonstrating you are a strong communicator (including internal communication through CRM).
- Aware of your biases and always working to remove them from your interactions.
- Passionate about developing longterm loyal relationship for the enterprise (not just with you).
- Collaborative by nature in all aspects of your work and always helping others to be the same. Attentive not just to the needs you can serve but also to the needs that will need to be fulfilled by your colleagues.
- Analytical and a confident decision maker ability to exercise judgment and discretion
You Have:
- University degree ontheground business development experience (coldcalling included) livedexperience that may improve our ability to better serve underserved segments relationship management experience
- Demonstrated strong sales and referral results across lines of business
- Minimum of 2 years in the Account Manager role & solid Lending Experience; proficient in residential mortgage
- Post Secondary Education/Diploma in Finance or Commerce
- Successfully completed:
- Investment Funds in Canada (IFIC) Canadian Securities Course (CSC) or Canadian Investment Funds Course(CIFC)
- CUIC 210
- Financial Planning I
- 2 Additional Courses in a Certified Financial Planner (CFP) Core Curriculum program. Program providers include BCIT Canadian Institute of Financial Planning Canadian Securities Institute Ashton College and Advocis.
- CUSOURCEs SelfEmployed Borrowers Course Financial Statement Composition Course & Intro to Business Statements Analysis
Bonus Points:
- Demonstrated strong performance with Sustainable Wealth Management referrals
- Relationship Building Experience
The Team:
- The Branch Business Account Manager reports directly into the Branch Management team
Pay Band:06
The salary range for the role is $37.25to $50.52 per hour. The upper half of the salary range is typically reserved for individuals who have demonstrated consistent strong performance in the role and possess a high level of job knowledge and skill.
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.
*Posting Deadline: Posted until position is filled. *
We offer:
- We are the largest privatesectorLiving Wage Employerin Canada and have been consistently recognized as one of theTop Employers in Canada.
- Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs.
- New employees receive between three to four weeks of vacation allowance per calendar year and the number of vacation days grows
- In addition to the 10 statutory holidays in British Columbia Vancity provides an additional three statutory holidays. We offer care days for periods of shortterm personal illness or emergency family illness.
- We have flex credits for our health care & dental benefits offer three levels of coverage for you to select from. These benefits will also be effective immediately based on your hire date.
- We understand that retirement means different things to different people and at Vancity we will offer you a Defined benefits pension plan that pays you a retirement income for life.
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 committed to providing an inclusive and accessible recruitment experience for all candidates. If you require any accommodations at any stage of the recruitment process please reach out to our Talent Acquisition team atfor confidential support.Inperson assistance is also available. We will collaborate with you to ensure your needs are met promptly and effectively.
Required Experience:
Manager
Employment Type
Full-Time
