Branch Business Account Manager

6 days ago

Squamish, Canada Vancity Full time

Are you passionate about Small Business and demonstrate the ability to proactively build relationships? Do you consider yourself a great communicator, problem solver, analyst and someone who is always ready for a challenge? In the Branch Business Account Manager role, you will have an increased level of autonomy and will use your skills to proactively provide solutions supporting Small Business member’s and potential member’s short and long-term financial well-being—all while delivering an engaging, accurate and efficient level of service with an increased level of autonomy.
**The Role: Branch Business **Account Manager**
**A typical day would involve**:

- Meet with branch team to celebrate results, educate, recognize, and coach.
- Meet with and understanding each member’s complete cashflow to determine their unique immediate, secondary, needs.
- Provide relevant, tailored advice that is documented in CRM and part of an advice and relationship continuum (a routinized business development lifecycle), not a one-off transaction. All interactions should be focused on results and should end with a “and next time we meet we will” vs a closed-ended good-bye.
- Proactive connection with members to understand needs and provide relevant advice (this should be very focused on improving results across all lines of business, increasing the number of lines of business serving all members as well as number of services each member holds).
- Engage with partners across the organization to present a full-spectrum of advice, always pushing oneself to better present areas of the business and solutions you are less comfortable with.

**You are**:

- Inquisitive, curious, creative, driven to improve and result-driven.
- Have or are developing a passion for small business markets, business finance and broadening your understanding of all solutions.
- Personable and outgoing, relatable, bringing your lived experience to your interactions, demonstrating you are a strong communicator (including internal communication through CRM).
- Aware of your biases and always working to remove them from your interactions.
- Passionate about developing long-term, loyal relationship for the enterprise (not just with you).
- Collaborative by nature in all aspects of your work and always helping others to be the same. Attentive not just to the needs you can serve, but also to the needs that will need to be fulfilled by your colleagues.
- Analytical and a confident decision maker, ability to exercise judgment and discretion

**You Have**:

- University degree, on-the-ground business development experience (cold-calling included), lived-experience that may improve our ability to better serve under-served segments, relationship management experience
- Demonstrated strong sales and referral results across lines of business
- 2+ years of Account Manager & solid Lending Experience; proficient in retail mortgage
- Post Secondary Education/Diploma in Finance or Commerce
- IFIC or CSC
- CUIC 210
- Financial Planning I
- 2 Additional Courses in a CFP Core Curriculum program
- CUSOURCE’s Self-Employed Borrowers Course, Financial Statement Composition Course & Intro to Business Statements Analysis

**Bonus Points**:

- Demonstrated strong performance with Sustainable Wealth Management referrals
- Relationship Building Experience

**The Team**:

- The Branch Business Account Manager reports directly into the respective Branch Management teams

**About Vancity**:

- Our vision is a transformed economy that protects the earth and guarantees equity for all. As a values-based financial co-operative, we are committed to transforming how banking is done by helping our members and local communities thrive financially, socially and environmentally with impact to make our world a better place.
- We are 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.
- Start your Vancity career journey with us even if you’re new to financial services We encourage opportunities to learn & develop to prepare you for career success, which in turn continuously impresses how we serve our membership.
- We value Integrity, Innovation, Responsibility and Reconciliation.

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