Relationship Manager – Financial Services (AM I/II)

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

Job summary

A member-owned credit union in Victoria is seeking an Account Manager I/II to provide exceptional customer service and financial advice. Candidates should have prior experience in financial services, with a focus on building relationships and helping members achieve their financial goals. This full-time, temporary position offers competitive pay and a comprehensive benefits package as part of a Living Wage Employer.

Benefits

Comprehensive total rewards package

Generous vacation

Immediate health coverage

Qualifications

• Minimum 2 years in an Account Manager role.
• 3 years of member service experience in the financial industry.
• Completed Investments coursework is a plus.

Responsibilities

• Provide financial and relationship-based advice to grow member portfolios.
• Identify and assess member/prospect needs.
• Meet targets that contribute to branch profitability.

Skills

Customer service skills

Communication skills

Interpersonal skills

Education

High school diploma

Completion of Financial Planning Coursework

Job description

A member-owned credit union in Victoria is seeking an Account Manager I/II to provide exceptional customer service and financial advice. Candidates should have prior experience in financial services, with a focus on building relationships and helping members achieve their financial goals. This full-time, temporary position offers competitive pay and a comprehensive benefits package as part of a Living Wage Employer.