Vancity Financial Account Manager

Join Vancity as an Account Manager I, where you can provide impactful financial advice directly to members. This role is vital in building long-lasting member relationships. As a full time, permanent Account Manager I at the Main Street Community Branch, you'll exhibit excellent customer service skills.

Engage with members face-to-face, assess their financial needs, and collaborate with Vancity’s teams for comprehensive solutions. Meeting set targets will not only contribute to your career growth but also to the branch's success.

• Offer thorough financial advice to members
• Identify needs and suggest suitable financial products
• Make referrals to specialized services within Vancity
• Meet profitability objectives based on performance metrics
• Adhere to compliance and service standards

• High school diploma or equivalent required
• Completion of Financial Planning coursework necessary
• One year of experience in member service within finance
• Experience in banking or call centers advantageous
• Familiarity with lending preferred

Maximize your impact at Vancity by helping members navigate their financial journeys.