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.
- 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.

**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 & Lending Experience
- 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**:

- 2+ years Account Management & Lending Experience
- Demonstrated strong performance with Sustainable Wealth Management referrals
- Relationship Building Experience

***The Team**:

- The Branch Business Account Manager reports directly into the Branch Manager Small Business.

**About Vancity**:

- When you join Vancity as an employee and a member, you join a movement that believes that when we use money for what’s right, we truly are a financial force for change.
- Our vision is to redefine wealth—and we are doing so by using the tools of finance to prioritize the wellbeing of our members and our communities by tackling the climate crisis and we are proving every day that sustainable is profitable.
- 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, all while knowing you are apart of a greater movement.
- Start your Vancity career journey with us even if you’re new to financial services We provide in-house paid training to gain general financial knowledge, and to learn about our products & services. We encourage opportunities to learn & develop to prepare you for career success, which in turn continuously impresses how we serve our membership.
- Vancity is committed to a diverse workplace and values Integrity, Innovation, Responsibility and Reconciliation.