Branch Business Account Manager (Branch 16) 18-month contract

Vancouver City Savings Credit Union; Coquitlam; On-site; CAD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Branch Business Account Manager to enhance member relationships and drive business growth. In this dynamic role, you will engage with members through various channels, providing personalized advice and managing complex transactions. Your ability to build long-term relationships and collaborate with internal specialists will be key to your success. This full-time, 18-month contract position offers a chance to be part of a mission-driven organization committed to social justice and sustainability. Join a diverse team dedicated to making a positive impact in the community and enjoy competitive rewards and benefits.

Benefits

Flexible Vacation Allowance

Customizable Benefit Packages

Care Days for Personal Illness

Additional Statutory Holidays

Health Care & Dental Benefits

Qualifications

• 2+ years in Account Manager role with strong sales results.
• University degree and experience in business development required.

Responsibilities

• Manage member contact and provide tailored financial advice.
• Support branch goals by bundling products and services.

Skills

Sales Skills

Relationship Management

Analytical Skills

Communication Skills

Business Development

Education

University Degree

Post Secondary Education/Diploma in Finance or Commerce

Investment Funds in Canada (IFIC)

Canadian Securities Course (CSC)

Certified Financial Planner (CFP) Core Curriculum

Tools

CRM Software

Job description

Branch Business Account Manager (Branch 16) 18-month contract

Job Category: Sales Specialist

Requisition Number: BRANC006011

Posted: April 4, 2025

Employment Type: Full-Time

Location: North Road Community Branch
105-531 North Road
Coquitlam, BC V3J1N7, CAN

Description

About Vancity

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!

The Role: Branch Business Account Manager

As a Branch Business Account Manager (BBAM), you will manage member contact in-person, over the phone, and virtually with comfort, while acting on all available campaigns and proactively contacting for opportunities of growth. The BBAM will process a full range of complex transactions that include personal and mortgage credit and a broad range of business banking needs (transactional, lending, and deposit). The BBAM will support branch goals by proactively bundling Vancity products and services, actively participating in campaigns and member offers, while working with a diverse network of internal specialists. The BBAM will complete a wide range of tasks, from opening accounts (retail and business) to completing credit applications for both businesses and retail individuals, and will maintain availability in-branch to support new and existing members.

This is for a Full-time, 18-Month Contract role located at North Road Community Branch (Branch 16) and reports directly to the Branch Management Team.

A typical day would involve:

• Meeting with the branch team to celebrate results, educate, recognize, and coach.
• Understanding each member’s complete cash flow to determine their unique immediate and secondary needs.
• Providing relevant, tailored advice that is documented in CRM and part of a relationship continuum.
• Proactively connecting with members to understand needs and provide relevant advice.
• Engaging with partners across the organization to present a full spectrum of advice.

You are:

• Inquisitive, curious, creative, driven to improve, and results-driven.
• Developing a passion for small business markets and business finance.
• Personable and outgoing, demonstrating strong communication skills.
• Aware of your biases and working to remove them from your interactions.
• Passionate about developing long-term, loyal relationships.
• Collaborative by nature and attentive to the needs of colleagues.
• Analytical and a confident decision maker.

You Have:

• University degree, on-the-ground business development experience, and relationship management experience.
• Demonstrated strong sales and referral results across lines of business.
• Minimum of 2 years in the Account Manager role with solid Lending Experience.
• Post Secondary Education/Diploma in Finance or Commerce.
• Successfully completed Investment Funds in Canada (IFIC), Canadian Securities Course (CSC), or Canadian Investment Funds Course (CIFC).
• Completed CUIC 210.
• Two additional courses in a Certified Financial Planner (CFP) Core Curriculum program.
• Completed CUSOURCE’s Self-Employed Borrowers Course, Financial Statement Composition Course & Intro to Business Statements Analysis.

Bonus Points:

• Demonstrated strong performance with Sustainable Wealth Management referrals.
• Relationship Building Experience.

The Team:

• The Branch Business Account Manager reports directly to the Branch Management team.

Pay Band: 06

The salary range for the role is $37.25 to $50.52 per hour. The upper half of the salary range is typically reserved for individuals who have demonstrated consistent strong performance in the role.

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 each year.

New employees receive between three to four weeks of vacation allowance per calendar year.

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.

We have flex credits for our health care & dental benefits offer three levels of coverage for you to select from.

At Vancity, we’re committed to creating a welcoming and inclusive workplace. Diversity in our workforce is integral to 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.