Account Manager I (BCGEU) - Abbotsford

Vancity•Abbotsford, BC

4d•Onsite

About The Position

As an Account Manager I, 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.

Requirements

A High school diploma- At a minimum, you have graduated high school and/or equivalent
Completion of Financial Planning Coursework- You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and the CUIC 210
Financial Industry Experience- One year 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