Account Manager

Coastal Community•Langford, BC

17d•CA$60,217 - CA$75,582•Onsite

About The Position

We're a financial services co-operative with an expansive reach on Vancouver Island, the Gulf and Discovery islands and North Central BC. Joining us is your chance to work, and do good, locally. We are looking for an Account Manager to support the Capital Region, so if you’re passionate about improving people’s financial health and have experience with a wide range of financial services including loans, investments, registered products and personal mortgages, we’d like to hear from you. As an Account Manager, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.

Requirements

A secondary school diploma with an academic emphasis plus 1 year post-secondary education with up to 1 year of work experience in a sales and service environment.
A minimum of 3 years of financial experience and 2 years of lending experience or an equivalent combination of education and experience.
Proven sales experience and demonstrated leadership skills.
Proven knowledge of deposit and loan products and services.
Demonstrated personal lending knowledge.
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
Proven social networking skills and an ability to connect with individuals inside and outside the organization.

Nice To Haves

A thorough understanding of credit union operations, principles and values.
Approachable problem solver who embraces self-development and life-long learning.

Responsibilities

Offer a range of financial services to members.
Spot opportunities to refer members to experts in other business lines to provide comprehensive solutions.