Account Manager II (BCGEU) - Branch 32 (6-month Contract)

Vancity; Surrey; On-site; Full time

Job summary

Join a leading credit union as an Account Manager II in Surrey, where you'll provide exceptional customer service and financial advice to members. This full-time, 6-month contract role emphasizes relationship building and financial expertise. Enjoy competitive rewards, a supportive environment, and opportunities for growth while contributing to a socially responsible organization.

Benefits

Attractive benefit packages

Vacation allowance of 3-4 weeks

Extra vacation days available

Care days for personal illness

Additional statutory holidays

Qualifications

• Minimum of 2 years in the AM I role.
• 3 years of member service experience in the financial industry.

Responsibilities

• Providing financial and relationship-based advice to members.
• Identifying member needs to provide appropriate products and services.
• Meeting targets to contribute to branch profitability.

Skills

Customer Service

Communication

Interpersonal Skills

Relationship Building

Problem Solving

Tech-savvy

Education

High School Diploma

Financial Planning Coursework

Investments Coursework

Job description

Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.

Vancity is the largest private sector Living Wage Employer in Canada and has been consistently recognized as one of the Top Employers in Canada. If you’re interested in joining their team of 2,700 diverse individuals and accessing competitive rewards and benefits, all while knowing you are part of a greater movement, then apply today!

As an Account Manager II 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 a Full-time, 6-month contract role located at Surrey City Centre Community Branch (Branch 32) 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
• Minimum of 2 years in the AM I role
• Completion of Financial Planning Coursework- You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and two additional courses in a Certified Financial Planner (CFP) core curriculum program.
• Completed Investments coursework - You have taken Investment Funds in Canada (IFC) or Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)
• Financial Industry Experience- 3 years of year of member service experience in the financial industry

Bonus Points:

• Banking and/or call center experience would be an asset
• Lending experience

Salary: As this is a union role, the salary will be as per the collective agreement salary grid starting at $31.48 (Grp 5 Step 1)

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: Posted until position is filled. **

• Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs
• New employees receive between three and four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year — as their length of service increases. In addition, full-time, permanent staff can purchase up to six extra days of vacation through our flexible benefits package.
• In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.

Please note that all shortlisted candidates for this role will be required to complete a background check which includes resume verification, credit check, criminal record check. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your needs.

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.

About the company

Vancouver City Savings Credit Union, commonly referred to as Vancity, is a member-owned financial co-operative headquartered in Vancouver, British Columbia, Canada.