Account Manager I/II Job Vancouver area,BC Canada,Finance & Banking

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 an Account Manager I/II, you will provide trusted, relationship-based financial advice through meaningful, face-to-face interactions with members. You will build strong relationships by understanding members’ goals and needs, offering best-advice solutions, and creating tailored financial plans that support their short- and long-term financial well-being. This role is ideal for a member-focused advisor who thrives in a relationship-first environment and is motivated by helping members achieve their financial goals.

This is a Full-time, Permanent role based in Vancouver and will report directly to the Assistant Branch Manager.

How You'll Make an Impact:

Supporting a culturally respectful, high-touch service experience aligned with local Indigenous values.”Providing comprehensive, relationship-based financial advice to assigned and unassigned members

Building and maintaining member portfolios through needs-based conversations and best-advice solutions

Identifying member needs and recommending appropriate products and services including lending, mortgages, and deposits

Recognizing opportunities and making referrals to specialized teams such as Wealth Management, Wealth Protection, and Business Banking

Meeting performance objectives that contribute to branch and organizational profitability

Applying service standards, policies, procedures, and controls to meet compliance requirements and mitigate risk

Supporting a positive, professional, and welcoming member experience

What You’ll Bring to the Team:

Account Manager I

High school diploma or equivalent

Completion of Fundamentals of Personal Financial Planning or Financial Planning 1 and CUIC 210

Minimum 1 year of member service experience in the financial industry

Experience engaging members in needs-based financial conversations

Knowledge of personal banking products and services

Strong communication and relationship-building skills

Account Manager II

High school diploma or equivalent

Minimum 2 years of experience in an Account Manager role

Completion of Fundamentals of Personal Financial Planning or Financial Planning 1 plus two CFP core curriculum courses

Completion of IFC, CIFC, or CSC investments coursework

Minimum 3 years of member service experience in the financial industry

Demonstrated ability to manage member portfolios and provide complex financial advice

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:

Relationship-focused – You prioritize trust-building and long-term member relationships

Member-centric – You are motivated by delivering excellent service and meaningful financial outcomes

Resourceful – You navigate tools, teams, and systems to find the right solutions for members

Tech-savvy – You adapt quickly to digital tools and banking systems

Adaptable – You remain positive and effective in a changing environment

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 $38.32 to $42.65 per hour
. 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…

Account Manager I​/II

Account Manager I/II