Job Description

Description :

The Role: Account Manager I

As an Account Manager I you will demonstrate excellence in customer service through solid communication and interpersonal skills, as you engage face-to-face with our membership. By demonstrating your subject matter expertise in the financial industry you will build trust with our members and be able to ask exploratory questions to determine their goals, current and future needs. By working collaboratively with our members you will provide best advice and create plans to help them achieve their financial goals.

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.
• Applying branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk.

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 - A t 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

Posting Deadline: Please apply by 4:00PM, September 29, 2022

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

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
in Canada and have been consistently recognized as one of the . Come join our team of 2,600 diverse individuals and access competitive , 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

. * To learn more about Vancity, please visit
.