Account Manager I​/II - Burquitlam

Account Manager I/II – Burquitlam

Full‑time, Permanent role at Burquitlam Community Branch (Branch 74), reporting directly to the Assistant Branch Manager.

We’re 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. We’ve made bold commitments to become net‑zero by 2040 across all mortgages and loans, and we’re actively pursuing strategies in Indigenous banking and financial resilience for our members.

As an Account Manager I/II, you will demonstrate excellence in customer service through solid communication and interpersonal skills, engaging 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.

• Providing comprehensive, financial and relationship‑based advice to grow and maintain assigned and unassigned members’ portfolios.
• Identifying and assessing member/prospect needs to provide appropriate products and services including 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.

• High‑school diploma (or equivalent).
• Completion of required financial‑planning coursework (Fundamentals of Personal Financial Planning or Financial Planning 1 and the CUIC 210).
• Member‑service experience in the financial industry – 1 year for AM I, 3 years for AM II and a minimum of 2 years in an Account Manager role for AM II.
• For AM II:
  Completion of additional CFP core curriculum courses and investments coursework (IFC, CIFC, or CSC).

• Banking and/or call‑center experience.
• 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 – you are a quick learner and comfortable 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 can work in a fast‑paced, changing environment.

This role offers a salary range of $32.42 to $36.11 per hour for an AM I and $36.68 to $40.85 per hour for an AM II
. The base pay offered may vary depending on factors such as relevant qualifications, skills, prior experience, and internal equity. As part of the total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

• Living Wage Employer – we’re the largest private‑sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
• Customizable Benefits – permanent employees receive flexible benefit packages that can be tailored annually.
• Generous Vacation – new employees start with 3‑4 weeks of vacation per year, with additional days earned over time.
• Extra Statutory Holidays – in addition to BC’s 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.
• Defi…