The Role: Account Manager I

As an Account Manager I you will demonstrate excellence in customer service through solid communication and interpersonal skills, as you engage face-to-face 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 a full time, 6 months work assignment role located at Brentwood Community Branch (Br 43) and reports directly to the 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:

• Resourceful– You understand and utilize the network of resources available to you and can independently formulate appropriate solutions for your members
• Tech-savvy – People often say you’re a quick learner and great with technology & systems
• A strong relationship builder– You 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 fast-paced changing environment

You Have:

• A High school diploma- At a minimum, you have graduated high school and/or equivalent
• Completion of Financial Planning Coursework- You have taken Fundamentals 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

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

Hourly Range: 30.2500 to 39.0500

Posting Deadline: Please apply by 4:00 PM PT, December 07, 2023

At Vancity we’re dedicated to being an inclusive, anti-racist organization with a workforce that reflects the diversity of the communities we serve. We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your needs.

As part of this commitment we are taking action to learn more about our applicants and ask that you complete a short and anonymous Diversity Survey that will influence the design and execution of Vancity’s overall DEI initiatives and programs, one of which aims to advance our commitment to become a financial force for change and build a fair world. Please click this hyperlink to complete the Diversity Survey. Your responses are collected anonymously and will never be linked to your job application.

Qualifications

Education

Preferred

Post Secondary Education/Diploma