Business Account Manager

Position: Business Account Manager at Vancity
Elevate your financial advisory career with Vancity as a Branch Business Account Manager in Sen̓áḵw Village. Provide tailored advice to personal and business members, driving growth through proactive relationship management.

As a Branch Business Account Manager, you will leverage your banking expertise in a dynamic role requiring at least two years of account management and lending experience. Your focus will include complex banking transactions and building trusted member relationships, all while contributing to a culturally inclusive workplace. With your ability to analyze cash flow, you will strategically identify opportunities for financial growth.

Key Responsibilities:

• Build trusted relationships through proactive conversations

• Manage lending and banking transactions effectively

• Analyze cash flow to identify financial needs

• Document advice in CRM for consistency

• Collaborate with specialists for comprehensive solutions

Requirements:

• Postsecondary education in Finance or related field

• Minimum 2 years Account Manager experience

• Proficient in mortgage lending

• Successful in referrals and business development

• Completion of relevant certification courses

Become a trusted financial advisor at Vancity, focusing on relationship building and community engagement.
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