Branch Business Account Manager at Vancity

Elevate your career with Vancity as a Branch Business Account Manager, delivering personalized financial advice to members at our Sen̓áḵw Village Community Branch. This full-time position involves in-depth member engagement through in-person, phone, and virtual interactions.

In this essential role, you will manage a diverse portfolio of member banking needs, including complex personal lending and business solutions. As a relationship-focused professional, you’ll identify growth opportunities, analyze cash flow, and collaborate with internal teams to offer comprehensive services. Your commitment to community values and Indigenous prosperity will enhance member relationships.

Key Responsibilities:

• Build trusted relationships through needs-based conversations

• Manage personal and business banking transactions

• Analyze member financial needs and cash flow

• Document advice in CRM for ongoing support

• Collaborate with specialists for full financial solutions

Requirements:

• Post-secondary education in Finance, Commerce, or related field

• Minimum 2 years’ experience in an Account Manager role

• Proficiency in residential mortgages and business credit

• Successful track record in sales and referrals

• Completion of relevant financial courses

Utilize your experience in relationship management and financial solutions to support Vancity's mission of community prosperity.
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