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Branch Business Account Manager

9 hours ago

Vancouver, British Columbia, Canada Vancity Full time

Our Story & Purpose:

We're Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We've made bold commitments to become net-zero by 2040 across all mortgages and loans, and we're actively pursuing strategies in Indigenous banking and financial resilience for our members.
 

As the largest private sector Living Wage Employer in Canada, we're proud to be consistently recognized as one of the country's Top Employers. If you're ready to join our team of 2,700 diverse individuals, access competitive rewards and benefits, and be part of a greater movement - apply today

Your Role in Supporting Our Members:

As a Branch Business Account Manager (BBAM)
 you will manage member contact in-person, over the phone and virtually with comfort, while acting on all available campaigns and proactively contacting for opportunities of growth. The BBAM will be able to process a full range of complex transactions that include personal and mortgage credit and a broad range of business banking needs (transactional, lending and deposit).

The BBAM will support branch goals by proactively bundling Vancity products and services, actively participating in campaigns and member offers, while working with a diverse network of internal specialists. The BBAM will be able to complete a wide range of tasks, from opening accounts (retail and business) and including completion of credit applications for both businesses and retail individuals, and will maintain availability in-branch to support new and existing members.

This is for a 
Full-time, Permanent
role Located at
Kerrisdale Community Branch (Branch 15)
 and reports directly to Branch Management Team.

How You'll Make an Impact:

  • Meeting with branch team to celebrate results, educate, recognize, and coach
  • Meeting with and understanding each member's complete cashflow to determine their unique immediate, secondary, needs
  • Providing 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
  • Proactively connecting 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)
  • Engaging 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

What You'll Bring to the Team:

  • 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
  • Minimum of 2 years in the Account Manager role & solid Lending Experience; proficient in residential mortgage
  • Post Secondary Education/Diploma  in Finance or Commerce
  • Successfully completed:
  • Investment Funds in Canada (IFIC), Canadian Securities Course (CSC), or Canadian Investment Funds Course(CIFC)
  • CUIC 210
  • Financial Planning I
  • 2 Additional Courses in a Certified Financial Planner (CFP) Core Curriculum program. Program providers include BCIT, Canadian Institute of Financial Planning, Canadian Securities Institute, Ashton College and Advocis.
  • CUSOURCE's Self-Employed Borrowers Course, Financial Statement Composition Course & Intro to Business Statements Analysis

Extra Skills That Set You Apart:

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

You'll Thrive Here If 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

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

What You'll Earn:

This role offers a salary range of
$39.61 per hour
to
$49.40 per hour
. Base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

Why You'll Love Working Here:

A career at Vancity is more than just a job, you're joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

  • Living Wage Employer
    : We're the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada's Top Employers.
  • Customizable Benefits
    : Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
  • Generous Vacation
    : New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
  • Extra Stat Holidays
    : In addition to BC's 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
  • Immediate Health Coverage
    : Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
  • Defined Benefit Pension
    : Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.

Vancity Talent Programs:

Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting.

At Vancity we're committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.

We are also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at We're here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.