Account Manager I (Branch 69)
Account Manager I (Branch 69)
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Job Description
As an Account Manager Iyou will demonstrate excellence in customer service through solid communication and interpersonal skills as you engage facetoface with our membership. By demonstrating your subject matter expertise in the financial industry you will build trust with our members and be able to ask exploratory questions to determine their goals current and future needs. By working collaboratively with our members you will provide best advice and create plans to help them achieve their financial goals.
As a result of your work Vancity will have more members with a high level of loyalty doing more of their business with Vancity helping us redefine wealth consistent with branch objectives.
This is for afulltime permanent role located at Langford Community Branch (Branch 69)and reports directly to the Assistant Branch Manager.
A typical day would involve:
- Providing comprehensive financial and relationship based advice in order to grow and maintain assigned and unassigned members portfolios.
- Identifying and assessing member/prospect needs to provide appropriate products and services which include signature lending secured lending mortgages term deposits and the like.
- Recognizing and making appropriate referrals to Vancity Specialized Teams such as Sustainable Wealth Management Wealth Protection Business Banking and others to deliver comprehensive support to our members.
- Meeting targets as defined by objectives that will contribute to profitability for the branch and Vancity.
- Applying branch service standards policies procedures and controls to meet compliance requirements and mitigate risk
You are:
- ResourcefulYou understand and utilize the network of resources available to you and can independently formulate appropriate solutions for your members
- Techsavvy People often say youre a quick learner and great with technology & systems
- A strong relationship builderYou find it easy to get to know others and build trust
- Ready for a challenge You have a positive attitude and are able to work in a fastpaced changing environment
You Have:
- A High school diploma At a minimum you have graduated high school and/or equivalent
- Completion of Financial Planning CourseworkYou have takenFundamentals of Personal Financial Planning or Financial Planning 1 and the CUIC 210
- Financial Industry Experience One year of member service experience in the financial industry
Bonus Points:
- Banking and/or call center experience would be an asset
- Lending experience
Salary: The hourly wage range for this role is $30.25 to $44.40 per hour. Base pay offered may vary depending on factors such as relevant qualifications skills previous experience and internal equity.
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: Until filled. **
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 at for 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
