Account Manager I/II

Vancity • Vancouver, BC

8d • CA$38 - CA$43 • Onsite

About The Position

As an Account Manager I/II, you will provide trusted, relationship-based financial advice through meaningful, face-to-face interactions with members. You will build strong relationships by understanding members’ goals and needs, offering best-advice solutions, and creating tailored financial plans that support their short- and long-term financial well-being. This role is ideal for a member-focused advisor who thrives in a relationship-first environment and is motivated by helping members achieve their financial goals. This is a Full-time, Permanent role based in Vancouver and will report directly to the Assistant Branch Manager.

Requirements

• High school diploma or equivalent
• Completion of Fundamentals of Personal Financial Planning or Financial Planning 1 and CUIC 210 (for Account Manager I)
• Minimum 1 year of member service experience in the financial industry (for Account Manager I)
• Experience engaging members in needs-based financial conversations (for Account Manager I)
• Knowledge of personal banking products and services (for Account Manager I)
• Strong communication and relationship-building skills (for Account Manager I)
• Minimum 2 years of experience in an Account Manager role (for Account Manager II)
• Completion of Fundamentals of Personal Financial Planning or Financial Planning 1 plus two CFP core curriculum courses (for Account Manager II)
• Completion of IFC, CIFC, or CSC investments coursework (for Account Manager II)
• Minimum 3 years of member service experience in the financial industry (for Account Manager II)
• Demonstrated ability to manage member portfolios and provide complex financial advice (for Account Manager II)

Nice To Haves

• Banking and/or call center experience would be an asset
• Lending experience

Responsibilities

• Supporting a culturally respectful, high-touch service experience aligned with local Indigenous values.
• Providing comprehensive, relationship-based financial advice to assigned and unassigned members
• Building and maintaining member portfolios through needs-based conversations and best-advice solutions
• Identifying member needs and recommending appropriate products and services including lending, mortgages, and deposits
• Recognizing opportunities and making referrals to specialized teams such as Wealth Management, Wealth Protection, and Business Banking
• Meeting performance objectives that contribute to branch and organizational profitability
• Applying service standards, policies, procedures, and controls to meet compliance requirements and mitigate risk
• Supporting a positive, professional, and welcoming member experience

Benefits

• Competitive rewards and benefits
• Flexible benefit packages that can be tailored annually
• 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
• Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED