Account Manager ; BCGEU

Job Category

Sales Specialist

ACCOU
007508

• Full-Time
• On-site

Showing 1 location

Abbotsford Community Branch 32675 South Fraser Way Abbotsford, BC , CAN

Vancity is a member-owned 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 net‑zero 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 you’re interested in joining their team of 2,300 diverse individuals and accessing competitive rewards and benefits, all while knowing you are part of a greater movement, then apply today!

As an Account Manager I/II, 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, Temporary role located at Abbotsford Community Branch (Branch 34) and reports directly to the Assistant Branch Manager.

• 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

• 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
• Minimum of 2 years in an Account Manager role
• Completion of Financial Planning Coursework – You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and two additional courses in a Certified Financial Planner (CFP) core curriculum program.
• Completed Investments coursework – You have taken Investment Funds in Canada (IFC) or Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)
• Financial Industry Experience – 3 years of member service experience in the financial industry

• Banking and/or call center experience would be an asset
• Lending experience

• 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

This role offers a starting salary of $33.90 per hour for an AM I and $38.33 per hour for an AM II as per the…