Account Manager I - Branch 67 (16-Month Contract)

Vancity; Victoria; On-site; CAD 60,000 - 80,000; Full time

Job summary

A member-owned credit union in Victoria seeks an Account Manager I to enhance member loyalty through tailored financial advice and support. The role offers competitive hourly pay ranging from $32.42 to $40.21 based on qualifications. Ideal candidates should possess strong relationship-building skills and a background in financial services. Join a diverse team committed to social justice and sustainable practices.

Benefits

Flexible benefits and vacation allowances

Health & dental benefits with flexible coverage levels

Defined benefits pension plan

Recognition as a top employer and Living Wage employer

Additional statutory holidays and care days

Qualifications

• Resourceful with the ability to independently solve problems.
• Tech-savvy and quick to learn new systems.
• Strong relationship-building skills.
• Positive attitude and adaptability to a fast-paced environment.

Responsibilities

• Providing comprehensive financial advice to grow and maintain member portfolios.
• Assessing member needs to recommend appropriate products like loans, mortgages, and deposits.
• Referring members to specialized teams for additional support.
• Meeting branch profitability targets.
• Ensuring compliance with policies and procedures.

Job description

About Vancity

Vancity is a member-owned credit union built on the principles of inclusion and social justice. Since 1946, they have challenged the status quo and broken down barriers. They aim to be net-zero by 2040 across all mortgages and loans, and are pursuing strategies in Indigenous banking and financial resilience for members.

Vancity is the largest private sector Living Wage Employer in Canada and has been recognized as one of the Top Employers in Canada. Join their diverse team of 2,700 individuals and benefit from competitive rewards and a meaningful mission.

About the workplace

As an Account Manager I, you will demonstrate excellent customer service by engaging face-to-face with members, building trust through your financial expertise, and understanding their goals to provide tailored advice. Your work will help increase member loyalty and deepen their relationship with Vancity.

This full-time temporary role is located at our Victoria City Centre Branch (Branch 67), reporting to the Assistant Branch Manager.

Key responsibilities include:

1. Providing comprehensive financial advice to grow and maintain member portfolios
2. Assessing member needs to recommend appropriate products like loans, mortgages, and deposits
3. Referring members to specialized teams for additional support
4. Meeting branch profitability targets
5. Ensuring compliance with policies and procedures

Qualifications and skills:

• Resourceful with the ability to independently solve problems
• Tech-savvy and quick to learn new systems
• Strong relationship-building skills
• Positive attitude and adaptability to a fast-paced environment

Requirements:

• High school diploma or equivalent
• Completion of Financial Planning coursework (e.g., Fundamentals of Personal Financial Planning or Financial Planning 1 and CUIC 210)
• At least one year of member service experience in the financial industry

Bonus points:

• Banking or call center experience
• Lending experience

Salary: $32.42 to $40.21 per hour, depending on qualifications and experience.

We value lived experience and encourage all interested candidates to apply, even if their skills do not perfectly match the listed qualifications.

Application deadline: Until filled.

We offer a comprehensive total rewards package, including:

• Recognition as a top employer and Living Wage employer
• Flexible benefits and vacation allowances
• Additional statutory holidays and care days
• Health & dental benefits with flexible coverage levels
• Defined benefits pension plan

Vancity is committed to an inclusive and accessible recruitment process. For accommodations, please contact our Talent Acquisition team.

Required experience: Manager

Key skills: Sales, Financial Acumen, Management, Mentoring, Banking, Product Management, etc.

Employment type: Full-Time

Vacancy: 1