Account Manager I/II - Shaughnessy Station
About The Position
As an Account Manager I/II, you will demonstrate excellence in customer service through solid communication and interpersonal skills, as you engage face-to-face with our membership. By demonstrating your subject matter expertise in the financial industry, you will build trust with our members and be able to ask exploratory questions to determine their goals, current and future needs. By working collaboratively with our members, you will provide best advice and create plans to help them achieve their financial goals. As a result of your work Vancity will have more members with a high level of loyalty doing more of their business with Vancity helping us redefine wealth consistent with branch objectives. This is a Full-time, Permanent role based at our Shaughnessy Station Community Branch (Branch 33) and will report directly to the Assistant Branch Manager.
Requirements
- Account Manager I: A High school diploma- At a minimum, you have graduated high school and/or equivalent
- Account Manager I: Completion of Financial Planning Coursework- You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and the CUIC 210
- Account Manager I: Financial Industry Experience- One year of member service experience in the financial industry
- Account Manager II: A High school diploma- At a minimum, you have graduated high school and/or equivalent
- Account Manager II: Minimum of 2 years in an Account Manager role
- Account Manager II: Completion of Financial Planning Coursework- You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and two additional courses in a Certified Financial Planner (CFP) core curriculum program.
- Account Manager II: Completed Investments coursework - You have taken Investment Funds in Canada (IFC) or Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)
- Account Manager II: Financial Industry Experience- 3 years of member service experience in the financial industry
Nice To Haves
- Banking and/or call center experience would be an asset
- Lending experience
Responsibilities
- Providing comprehensive, financial and relationship-based advice in order to grow and maintain assigned and unassigned members' portfolios
- Identifying and assessing member/prospect needs to provide appropriate products and services which include signature lending, secured lending, mortgages, term deposits and the like
- Recognizing and making appropriate referrals to Vancity Specialized Teams such as Sustainable Wealth Management, Wealth Protection, Business Banking and others, to deliver comprehensive support to our members
- Meeting targets as defined by objectives that will contribute to profitability for the branch and Vancity
- Applying branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk
Benefits
- Competitive rewards and benefits
- Flexible benefit packages that can be tailored annually to meet evolving needs
- 3-4 weeks of vacation per year, with additional days earned over time
- 2 extra stat holidays, plus care days for personal or family illness
- Health and dental benefits begin on your hire date, with three levels of coverage to choose from
- Defined Benefit Pension
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
