Branch Business Account Manager - Sen̓áḵw Village

Branch Business Account Manager – Sen w Village

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 manage a broad portfolio of complex banking needs including personal lending, residential mortgages, and business banking solutions while proactively identifying opportunities for growth through campaigns, referrals, and bundled solutions.

• Build and deepen trusted relationships with members through proactive, needs-based conversations.
• Manage complex personal and business banking transactions including lending, deposits, and mortgages.
• Analyze member cash flow to identify immediate, secondary, and long-term financial needs.
• Document tailored advice in CRM as part of an ongoing relationship and advice continuum.
• Proactively contact members to support growth across multiple lines of business.
• Collaborate with internal specialists to deliver full-spectrum financial solutions.
• Participate in branch campaigns, education sessions, and recognition activities.
• Support a welcoming, culturally respectful branch workplace grounded in trust and inclusion.

• Postsecondary 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 business credit applications.
• 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 (e.g., BCIT, CSI, Advocis, Ashton College).
• Completion of CUSOURCE courses including Self-Employed Borrowers, Financial Statement Composition, and Intro to Business Statement Analysis.

• Strong performance in Sustainable Wealth Management referrals.
• Experience serving small business or self-employed members.
• Deep relationship-building experience within diverse or underserved communities.

• Committed to reconciliation; identifies as Indigenous or is a dedicated ally energized by advancing Indigenous prosperity through financial services.
• Relationship first; prioritizes trust, patience, and long-term connection over transactional success.
• Curious and growth-oriented; continuously seeks to expand knowledge and improve results.
• Collaborative and confident; works well across teams and exercises sound judgment with discretion.
• Inclusive and authentic; brings lived experience to work and actively challenges bias.

This role offers a salary range of $41.36 per hour to $46.05 per hour. Base pay may vary depending on relevant qualifications, skills, previous experience, and internal equity.

• Living Wage Employer – the largest private-sector Living Wage Employer in Canada.
• Customizable benefits – permanent employees receive flexible benefit packages tailored annually.
• Generous vacation – 3-4 weeks per year with additional days earned over time.
• Extra statutory holidays – 2 additional days plus care days for personal or family illness.
• Immediate health coverage – health and dental benefits begin on hire date with three levels of coverage to choose from.
• Defined benefit pension – guaranteed income for life.
• Vancity Talent Programs – inclusive hiring process for Indigenous, Black, or Trans candidates with special permission from the BC Human Rights Commissioner.

At Vancity we are committed to creating a welcoming and inclusive workplace. We support an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans and provide dedicated career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative in line with the BC Personal Information Protection Act (PIPA).