Account Manager I​/II - Vancity Careers

Become an Account Manager I/II at Vancity, serving our members with financial expertise at the Fraser Street Community Branch. This full-time position is designed for those passionate about fostering community financial health.

In this role, you will actively engage with our diverse members to provide comprehensive financial advice, help them identify needs, and create actionable financial plans. Your experience in customer service and the financial industry will enhance member loyalty and contribute to Vancity's mission of social justice and inclusion. You’ll adhere to best practices and compliance to ensure our members receive exceptional service.

Key Responsibilities:

• Provide expert financial advice tailored to members' needs

• Identify and assess comprehensive service offerings

• Collaborate with specialized teams for member benefit

• Meet defined targets contributing to branch goals

• Follow branch policies to meet compliance requirements

Requirements:

• Minimum high school diploma or equivalent

• 2+ years in an Account Manager capacity

• Completed Financial Planning-related coursework

• Three years in member service within finance

• Completion of investments coursework mandatory

Utilize your skills to create lasting change in your community at Vancity.
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