Account Manager I

1 week ago

Burnaby, Canada Vancouver City Savings Credit Union Full time

**The Role: Account Manager I**

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, 6 months work assignment** role located at **Brentwood Community Branch** (Br 43)** and reports directly to the 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
- **Completion of Financial Planning Coursework
- **You have taken _Fundamentals of Personal Financial Planning or Financial Planning 1 and the CUIC 210_
- **Financial Industry Experience**:

- One year of member service experience in the financial industry

**Bonus Points**:

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

**Hourly Range: 30.2500 to 39.0500**

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.

**Education**: Preferred
- Post Secondary Education/Diploma or better in Related Discipline

**Skills**: Preferred
- Account Management
- Relationship Building
- Interpersonal Skills

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