Account Manager I Branch 69 (18-month Contract)

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

Job summary

Join a forward-thinking organization as an Account Manager I, where you will leverage your exceptional customer service skills to build trust and provide tailored financial advice to members. In this full-time role, you will engage directly with clients, assess their needs, and offer comprehensive solutions to help them achieve their financial goals. This position not only emphasizes relationship building but also encourages you to utilize your tech-savvy nature in a fast-paced environment. If you're ready to make a significant impact in the financial sector and thrive in a collaborative setting, this opportunity is perfect for you.

Qualifications

• Minimum high school diploma required with financial planning coursework.
• One year of member service experience in the financial industry.

Responsibilities

• Provide financial and relationship-based advice to grow member portfolios.
• Identify member needs and offer appropriate financial products.

Skills

Customer Service

Communication Skills

Interpersonal Skills

Financial Planning

Relationship Building

Problem Solving

Tech Savvy

Education

High School Diploma

Financial Planning Coursework

Job description

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.

This is for two (2) full-time, 18-month contract roles 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 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.

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.