Account Manager I/II

Job Category: Sales Specialist Requisition Number: ACCOU006934 Posted: January 28, 2026 Job Type: Temporary, Full Time Location: Abbotsford Community Branch, 32675 South Fraser Way, Abbotsford, BC V2T1X9, CAN Our Story & Purpose We’re Vancity, a member‑owned credit union built on principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net‑zero by 2040 across all mortgages and loans, and we’re actively pursuing strategies in Indigenous banking and financial resilience for our 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 and benefits, and be part of a greater movement—apply today Your Role in Supporting Our Members As an Account Manager I/II, you will demonstrate excellence in customer service through solid communication and interpersonal skills, engaging face‑to‑face with our membership. By demonstrating your subject matter expertise in the financial industry, you will build trust with members and ask exploratory questions to determine their goals, current and future needs. Working collaboratively, you will provide best advice and create plans to help members achieve their financial goals. Vancity will have more members with a high level of loyalty doing more of their business with us, helping us redefine wealth consistent with branch objectives. How You'll Make an Impact Provide comprehensive, financial and relationship‑based advice to grow and maintain assigned and unassigned member portfolios Identify and assess member/prospect needs to provide appropriate products and services including signature lending, secured lending, mortgages, term deposits and the like Make appropriate referrals to Vancity Specialized Teams such as Sustainable Wealth Management, Wealth Protection, Business Banking and others to deliver comprehensive support Meet targets that contribute to profitability for the branch and Vancity Apply branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk What You’ll Bring to the Team 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 CUIC 210 Financial Industry Experience – One year of member service experience in the financial industry Minimum of 2 years in an Account Manager role Completion of Financial Planning Coursework (advanced) – You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and two additional courses in a Certified Financial Planner 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 (advanced) – Three 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 and 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 and great with technology & systems A strong relationship builder – You find it easy to get to know others and build trust Ready for a challenge – You have a positive attitude and are able to work in a fast‑paced changing environment 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. What You’ll Earn This role offers a salary of $33.90 per hour for an AM I and $38.33 per hour for an AM II, as per the collective agreement. The base pay may vary depending on qualifications, skills, experience and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to eligibility requirements. 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 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. 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 choose to share will be stored securely and used only for recruitment and 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 and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience. We are also committed to an inclusive, barrier‑free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process—including the application stage—please contact our Talent Acquisition team at recruitment@vancity.com. We’re here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process. #J-18808-Ljbffr