Account Manager I

2 weeks ago

Coquitlam, Canada Vancity Full time

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.

**The Team**:The Account Manager I reports directly into 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
- **Completion of Financial Planning Coursework
- **You have taken _Fundamentals of Personal Financial Planning or Financial Planning 1 and CUIC 210_
- **Completed Investment** **Coursework
- **You have taken Investment Funds in Canada, or Canadian Investment Funds Course, or Canadian Securities Course.
- **Financial Industry Experience**:

- Three years of member service experience in the financial industry
- **Retail Lending Experience**:

- Two years of retail lending experience in the financial industry

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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