Account Manager I/II

Vancity; Vancouver; On-site; CAD 52,789 - 58,754; Full time

Benefits offered by this job

Flexible benefits package

Living Wage Employer

Generous vacation policy

Immediate health coverage

Defined benefit pension

Job summary

Vancity is seeking an Account Manager I / II to provide trusted financial advice to members in Vancouver. This full-time, permanent role emphasizes building long-term member relationships and delivering culturally respectful service.

Ideal candidates will have a high school diploma, experience in the financial industry, and strong communication skills. Vancity offers a competitive salary of $38.32 to $42.65 per hour, along with a customizable benefits package and generous vacation policies.

Qualifications

• Requires high school diploma and relevant financial planning coursework.
• Account Manager I needs 1 year in member service, II needs 2 years.
• Experience in financial advice and member engagement required.

Responsibilities

• Provide culturally respectful service aligned with Indigenous values.
• Identify member needs and recommend appropriate banking products.
• Support a positive and professional member experience.

Skills

Strong communication skills

Relationship-building

Member service experience

Knowledge of personal banking products

Education

High school diploma or equivalent

Completion of Fundamentals of Personal Financial Planning

Completion of IFC, CIFC, or CSC investments coursework

Job description

Account Manager I / II

Full‑time, permanent role located in Vancouver. Reports to the Assistant Branch Manager. Provide trusted, relationship‑based financial advice to members.

Responsibilities

• Provide culturally respectful, high‑touch service aligned with Indigenous values.
• Provide comprehensive, relationship‑based financial advice to assigned and unassigned members.
• Build and maintain member portfolios through needs‑based conversations and best‑advice solutions.
• Identify member needs and recommend appropriate products and services (lending, mortgages, deposits).
• Recognize opportunities and make referrals to specialized teams (Wealth Management, Wealth Protection, Business Banking).
• Meet performance objectives contributing to branch and organizational profitability.
• Apply service standards, policies, procedures, and controls to meet compliance and mitigate risk.
• Support a positive, professional, and welcoming member experience.

Qualifications

Account Manager I

• High school diploma or equivalent.
• Completion of Fundamentals of Personal Financial Planning or Financial Planning 1 and CUIC 210.
• Minimum 1 year of member service experience in the financial industry.
• Experience engaging members in needs‑based financial conversations.
• Knowledge of personal banking products and services.
• Strong communication and relationship‑building skills.

Account Manager II

• High school diploma or equivalent.
• Minimum 2 years of experience in an Account Manager role.
• Completion of Fundamentals of Personal Financial Planning or Financial Planning 1 plus two CFP core curriculum courses.
• Completion of IFC, CIFC, or CSC investments coursework.
• Minimum 3 years of member service experience in the financial industry.
• Demonstrated ability to manage member portfolios and provide complex financial advice.

Extra Skills That Set You Apart

• Banking and/or call center experience.
• Lending experience.

What You’ll Thrive Here If You Are

• Relationship‑focused – Priority trust‑building and long‑term member relationships.
• Member‑centric – Motivated by delivering excellent service and meaningful financial outcomes.
• Resourceful – Navigate tools, teams, and systems to find suitable solutions.
• Tech‑savvy – Adapt quickly to digital tools and banking systems.
• Adaptable – Remain positive and effective in a changing environment.

Compensation & Benefits

This role offers a salary range of $38.32 to $42.65 per hour, with potential adjustments based on qualifications, skills, and experience. Employees may be eligible for an annual incentive program subject to eligibility requirements.

Benefits include:

• Living Wage Employer – Largest private‑sector Living Wage Employer in Canada.
• Customizable benefits package – Permanent employees receive flexible benefit options annually.
• Generous vacation – 3‑4 weeks per year for new employees, with additional days earned over time.
• Extra statutory holidays – 2 extra days on top of BC’s 11 statutory holidays, plus care days for personal or family illness.
• Immediate health coverage – Health and dental benefits commence on hire date; three levels of coverage available.
• Defined benefit pension – Guaranteed income for life.

EEO & Accessibility Statement

We support an inclusive hiring process for Indigenous, Black, or Trans candidates and any individual who identifies as such with BC Human Rights Commission. Our initiative includes career development opportunities, prioritized job screening, and feedback. All information is stored securely and used only for recruitment and career development per the BC Personal Information Protection Act (PIPA).

We are committed to a barrier‑free and accessible recruitment experience for all candidates. If you require accommodations or support during the recruitment process, please contact our Talent Acquisition team at [e-mail].

We value lived experience and encourage applicants even if their skills do not perfectly match the listed qualifications.