Account Manager II

Account Manager II (BCGEU) - Burnaby Heights (6-Month Contract) Job Category: Sales Specialist Requisition Number: ACCOU006715 Posted: November 19, 2025 Full-Time On-site Locations Showing 1 location Burnaby Heights Community Branch4302 East Hastings StreetBurnaby, BC V5C2J9, CAN Description Our Story & Purpose: We’re Vancity, a member‑owned credit union built on principles of inclusion & social justice. Since 1946, our relentless commitment to these values has helped us challenge status quo & break down barriers. We’ve made bold commitments to become net‑zero by 2040 across all mortgages & loans & are actively pursuing strategies in Indigenous banking & financial resilience for members. As the largest private sector Living Wage Employer in Canada, we’re proud to be consistently recognized as one of the country’s Top Employers. If you’re ready to join our team of 2,700 diverse individuals, access competitive rewards & benefits, & be part of a greater movement—apply today Your Role in Supporting Our Members: As an Account Manager II, you will demonstrate excellence in customer service through solid communication & interpersonal skills while engaging face‑to‑face with membership. By demonstrating subject‑matter expertise in finance, you will build trust with members & ask exploratory questions to determine their goals, current & future needs. By working collaboratively with members, you will provide best advice & create plans to help them achieve financial goals. As a result of your work Vancity will have more members with high loyalty doing more business with Vancity to help us redefine wealth consistent with branch objectives. This is a temporary, full‑time role based at our Burnaby Heights Community Branch (Branch 06) and will report directly to the Assistant Branch Manager. How You'll Make an Impact: Providing comprehensive, financial & relationship‑based advice to grow & maintain assigned & unassigned member portfolios. Identifying & assessing member/prospect needs to provide appropriate products & services including signature lending, secured lending, mortgages, term deposits & similar. Recognizing & making appropriate referrals to Vancity Specialized Teams such as Sustainable Wealth Management, Wealth Protection, Business Banking & others to deliver comprehensive support to members. Meeting targets defined by objectives that will contribute to profitability for the branch & Vancity. Applying branch service standards, policies, procedures & controls to meet compliance requirements & mitigate risk. What You’ll Bring to the Team: A High school diploma: At a minimum, you have graduated high school & 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 member service experience in the financial industry. Extra Skills That Set You Apart: Banking and/or call center experience would be an asset. Lending experience. You’ll Thrive Here If You Are: Resourceful: You understand & utilize the network of resources available to you and can independently formulate appropriate solutions for members. Tech‑savvy – People often say you’re a quick learner & great with technology & systems. A strong relationship builder: You find it easy to get to know others & build trust. Ready for a challenge – You have a positive attitude & are able to work in a fast‑paced, changing environment. What You'll Earn: This role offers a starting salary of $37.12 as per the collective agreement salary grid. As part of our total rewards package, employees may also be eligible for our annual incentive program subject to program eligibility requirements. We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed. Why You’ll Love Working Here: A career at Vancity is more than just a job; you’re joining a tradition of change‑makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive: 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 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 & dental benefits begin on your hire date, with three levels of coverage to choose from. Defined Benefit Pension: Our retirement plan provides guaranteed income for life, recognizing that retirement looks different for everyone. Vancity Talent Programs: Vancity supports an inclusive hiring process for candidates who self‑identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you share will be stored securely and used only for recruitment & career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting. At Vancity we’re committed to creating a welcoming & inclusive workplace to help our people & communities thrive & prosper. Diversity in our workforce is integral so that we can truly represent, understand & respond to our community needs and deliver on our member experience. We are also committed to an inclusive, barrier‑free & accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at recruitment@vancity.com. We’re here to work with you to ensure your needs are met promptly & effectively. All requests will be handled with the utmost respect & confidentiality, so you can participate fully in the process. #J-18808-Ljbffr