Branch Business Account Manager
About The Position
As a Branch Business Account Manager (BBAM), you will deliver relationship‑based financial advice to personal and business members through in‑person, phone, and virtual interactions. You’ll support a broad range of complex banking needs—including personal lending, residential mortgages, and business banking solutions—while proactively identifying opportunities to deepen relationships and grow member engagement across multiple lines of business. This role is well suited to a confident, relationship‑driven professional who thrives in a high‑touch service environment and is passionate about helping members achieve their financial goals. This is a Full‑time, Permanent role based in Vancouver, BC and will report directly to the Branch Management Team.
Requirements
- Post‑secondary education or diploma in Finance, Commerce, or a related field
- Minimum of 2 years’ experience in an Account Manager role with solid lending experience
- Proficiency in residential mortgage lending and credit adjudication support
- Demonstrated success in sales, referrals, and relationship‑based business development
- Completion of one of the following: IFIC, CSC, or CIFC
- Completion of CUIC 210 and Financial Planning I
- Two additional courses within a CFP Core Curriculum program
- Completion of CUSOURCE courses including Self‑Employed Borrowers and Financial Statement Analysis
Nice To Haves
- Strong performance with Sustainable Wealth Management referrals
- Experience supporting small business or self‑employed members
- Advanced relationship‑building and portfolio management skills
Responsibilities
- Meeting with members to understand their complete financial picture and cashflow
- Providing tailored, needs‑based advice that is documented in CRM as part of an ongoing relationship continuum
- Proactively connecting with members to identify opportunities across personal and business banking
- Managing complex transactions including lending, deposits, and residential mortgages
- Completing retail and business account openings and credit applications
- Participating in branch campaigns, offers, and business development initiatives
- Collaborating with internal partners and specialists to deliver full‑spectrum financial solutions
- Supporting a welcoming, inclusive, and relationship‑focused 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
- Health and dental benefits begin on your hire date, with three levels of coverage
- Defined Benefit Pension
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
