Account Manager I (Branch 69)

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

Job summary

An established industry player is seeking a dynamic Account Manager I to enhance customer relationships and provide tailored financial advice. In this full-time, permanent role, you will engage directly with members, utilizing your expertise to understand their financial goals and needs. Your ability to build trust and deliver exceptional service will be key in helping members achieve their aspirations. This role offers a chance to make a significant impact within the community while working in a supportive and inclusive environment. If you're ready for a challenge and possess a positive attitude, this opportunity is perfect for you.

Qualifications

• Graduated high school or equivalent.
• Completed Financial Planning Coursework.

Responsibilities

• Provide financial and relationship-based advice to grow member portfolios.
• Identify member needs to offer appropriate financial products.
• Meet branch targets to contribute to profitability.

Skills

Customer Service

Communication Skills

Interpersonal Skills

Financial Planning

Relationship Building

Problem Solving

Technical Skills

Education

High School Diploma

Financial Planning Coursework

Job description

As an Account Manager Iyou 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.

This is for afull-time, permanent role located at Langford Community Branch (Branch 69)and reports directly to 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- At a minimum, you have graduated high school and/or equivalent
• Completion of Financial Planning Coursework-You have takenFundamentals 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

• Salary: The hourly wage range for this role is $30.25 to $44.40 per hour. Base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity.

  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.

** Posting Deadline: Until filled. **

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 committed to providing an inclusive and accessible recruitment experience for all candidates. If you require any accommodations at any stage of the recruitment process, please reach out to our Talent Acquisition team at [e-mail] for confidential support. In-person assistance is also available. We will collaborate with you to ensure your needs are met promptly and effectively.