Account Manager I​/II at Vancity

Become an integral part of Vancity as an Account Manager I/II in Port Coquitlam. Deliver exceptional customer service while helping members achieve their financial goals through personalized advice.

As a key player at our Shaughnessy Station Community Branch, you'll engage with members in person, showcasing your subject matter expertise in the financial sector. By identifying their needs and providing tailored solutions, you'll foster loyalty and contribute to our mission of redefining wealth. The role focuses on building meaningful relationships with our diverse members.

Key Responsibilities:

• Offer relationship-based financial insights to members

• Identify and meet member needs for financial products

• Partner with specialized teams for optimal service delivery

• Achieve profitability goals set by branch objectives

• Ensure compliance with service standards and controls

Requirements:

• Minimum of 2 years in an Account Manager position

• High school diploma or equivalent

• At least 3 years of financial industry experience

• Relevant financial planning coursework completed

• Lending experience is advantageous

Join Vancity to leverage your skills in customer service and financial advisory.
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