Account Manager II; BCGEU - Semiahmoo

Account Manager II (BCGEU) - Semiahmoo (12-Month Contract)

Job Category: Sales Specialist

Requisition Number: ACCOU
007479

• Full-Time
• On-site

Showing 1 location

BR25-Semiahmoo
Semiahmoo Community Branch
#nd Street
Surrey, BC , CAN

Your Role in Supporting Our Members:

As an Account Manager 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.

This is a Temporary, Full-time role based at our Semiahmoo Community Branch (Branch 25) and will report directly to the Assistant Branch Manager.

How You'll Make an Impact:

• 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

What You’ll Bring to the Team:

• A High school diploma
  – At a minimum, you have graduated high school and/or equivalent
• 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

Extra Skills That Set You Apart:

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

You’ll Thrive Here If 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

What You’ll Earn:

This role offers a starting salary of $38.33 per hour for an AM II as per the collective agreement. The base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

Why You’ll Love Working Here:

A career at Vancity is more than just a job, you’re joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

• 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 to meet evolving needs.
• Generous Vacation
  :
  New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
• Extra Stat 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…