Account Manager II- Commercial Drive Community Branch ( BR 12) - Permanent, Full-time - #8990718

Vancouver City Savings Credit Union

Date: 2022-11-25
City: Vancouver, BC
Contract type: Full time
Vancouver City Savings Credit Union

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.

The Team: The Account Manager II reports directly into 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 CUIC 210
  • Completed Investment Coursework- You have taken Investment Funds in Canada, or Canadian Investment Funds Course, or Canadian Securities Course.
  • Financial Industry Experience- Three years of member service experience in the financial industry
  • Retail Lending Experience- Two years of retail lending experience in the financial industry

Posting Deadline: Please apply by 4:00 PM, November 30, 2022

As part of this commitment we are taking action to learn more about our applicants and ask that you complete a short and anonymous Diversity Survey that will influence the design and execution of Vancity’s overall DEI initiatives and programs, one of which aims to advance our commitment to become a financial force for change and build a fair world. Please click this hyperlink to complete the Diversity Survey. Your responses are collected anonymously and will never be linked to your job application.

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 is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization. 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.

About Vancity:

  • Our vision is a transformed economy that protects the earth and guarantees equity for all. As a values-based financial co-operative, we are committed to transforming how banking is done by helping our members and local communities thrive financially, socially and environmentally with impact to make our world a better place.
  • We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits.
  • Start your Vancity career journey with us even if you’re new to financial services! We encourage opportunities to learn & develop to prepare you for career success, which in turn continuously impresses how we serve our membership.
  • We value Integrity, Innovation, Responsibility and Reconciliation.
  • To learn more about Vancity, please visit

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