Account Manager Ii

6 months ago

Surrey, Canada Vancouver City Savings Credit Union Full time

Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement.

As a result of your work Vancity will have more members with a high level of loyalty doing more of their business with Vancity helping us redefine wealth consistent with branch objectives.

This is a** Full**-time, Permanent **role located at **Guildford Community Branch (Br 30)** and reports directly to the Assistant Branch Manager.

**_ _**A typical day would involve**:

- 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.

**You are**:

- **Resourceful
- **You understand and utilize the network of resources available to you and can independently formulate appropriate solutions for your 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

**You Have**:

- **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

**Bonus Points**:

- Banking and/or call center experience would be an asset
- Lending experience

**We offer**:

- We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada
- Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs
- New employees receive between three and four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year — as their length of service increases.
- In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.

Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your needs

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