Branch Business Account Manager

Our Story &

Purpose:

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 the largest private sector Living Wage Employer in Canada, we’re proud to be consistently recognized as one of the country’s Top Employers. If you’re ready to join our team of 2,300 diverse individuals, access competitive rewards and benefits, and be part of a greater movement - apply today!

Your Role in Supporting Our Members:

As a Branch Business Account Manager (BBAM), you will deliver relationship‑based financial advice to personal and business members through in‑person, phone, and virtual interactions. You’ll support a broad range of complex banking needs—including personal lending, residential mortgages, and business banking solutions—while proactively identifying opportunities to deepen relationships and grow member engagement across multiple lines of business.

This role is well suited to a confident, relationship‑driven professional who thrives in a high‑touch service environment and is passionate about helping members achieve their financial goals. This is a Full‑time, Permanent role based in Vancouver, BC and will report directly to the Branch Management Team

How You'll Make an Impact:

Meeting with members to understand their complete financial picture and cashflow

Providing tailored, needs‑based advice that is documented in CRM as part of an ongoing relationship continuum

Proactively connecting with members to identify opportunities across personal and business banking

Managing complex transactions including lending, deposits, and residential mortgages

Completing retail and business account openings and credit applications

Participating in branch campaigns, offers, and business development initiatives

Collaborating with internal partners and specialists to deliver full‑spectrum financial solutions

Supporting a welcoming, inclusive, and relationship‑focused member experience

What You’ll Bring to the Team:

Post‑secondary education or diploma in Finance, Commerce, or a related field

Minimum of 2 years’ experience in an Account Manager role with solid lending experience

Proficiency in residential mortgage lending and credit adjudication support

Demonstrated success in sales, referrals, and relationship‑based business development

Completion of one of the following: IFIC, CSC, or CIFC

Completion of CUIC 210 and Financial Planning I

Two additional courses within a CFP Core Curriculum program

Completion of CUSOURCE courses including Self‑Employed Borrowers and Financial Statement Analysis

Extra Skills That Set You Apart:

Strong performance with Sustainable Wealth Management referrals

Experience supporting small business or self‑employed members

Advanced relationship‑building and portfolio management skills

You’ll Thrive Here If You Are:

Relationship‑first – You prioritize trust, long‑term connection, and meaningful engagement over transactional outcomes

Curious and improvement‑minded – You’re driven to learn, grow, and continuously improve results

Collaborative and confident – You work effectively with partners and exercise sound judgment

Inclusive and authentic – You communicate with empathy, bring your lived experience to your work, and actively work to remove bias

Committed to Reconciliation – You identify as Indigenous or are a dedicated ally motivated to advance Indigenous prosperity and trust-based banking

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.

What You’ll Earn:

This role offers a salary range of $41.36 per hour to $46.05 per hour
. 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…