Account Manager II (BCGEU) - Burnaby Heights (12-Month Contract)

Vancity • Burnaby, BC

15d • Onsite

About The Position

Vancity is a member-owned credit union founded on principles of inclusion and social justice since 1946. They are committed to becoming net-zero by 2040, pursuing Indigenous banking, and fostering financial resilience. As Canada's largest private sector Living Wage Employer, Vancity is recognized as a Top Employer. The Account Manager II will provide excellent customer service, engaging face-to-face with members, demonstrating financial industry expertise to build trust, and asking exploratory questions to understand member goals and needs. The role involves collaborating with members to provide financial advice and create plans to help them achieve their financial goals, ultimately increasing member loyalty and business with Vancity, consistent with branch objectives. This is a Temporary, Full-time role based at the Burnaby Heights Community Branch and reports to the Assistant Branch Manager.

Requirements

• A High school diploma- At a minimum, you have graduated high school and/or equivalent
• Minimum of 2 years in the AM I role
• 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.
• Completed Investments coursework - You have taken Investment Funds in Canada (IFC) or Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)
• Financial Industry Experience- 3 years of 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

Benefits

• Living Wage Employer: We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
• Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
• Extra Stat Holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days, 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, recognizing that retirement looks different for everyone.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees