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Job Description & How to Apply Below
This role is designed for professionals focused on service excellence, requiring a strong foundation in personal lending and business banking. You’ll manage complex transactions and ensure a seamless member experience while exploring cross-selling opportunities. Your ability to connect and understand will be crucial in this high-touch environment.
Key Responsibilities:
• Analyze member financial needs and goals
• Provide tailored financial advice through various channels
• Handle residential mortgage and business transactions
• Participate in branch business development campaigns
• Collaborate with internal specialists for optimal solutions
Requirements:
• Degree or diploma in Finance or Commerce
• At least 2 years in account management
• Experience with lending and credit assessment
• Proven track record in sales and referrals
• Completion of necessary financial courses
Leverage your expertise to support Vancity members and contribute to our shared mission.
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