Account manager dans le secteur bancaire

Were Vancity a member-owned credit union built on the principles of inclusion and social justice. Since 1946 our relentless commitment to these values has helped us challenge the status quo and break down barriers. Weve made bold commitments to become net-zero by 2040 across all mortgages and loans and were actively pursuing strategies in Indigenous banking and financial resilience for our members.
As the largest private sector Living Wage Employer in Canada were proud to be consistently recognized as one of the countrys Top Employers. Your Role in Supporting Our Members:
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 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 Permanent Full-time role based at our Burnaby Heights Community Branch (Branch 06) and will report directly to the Assistant Branch Manager.
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
Applying branch service standards policies procedures and controls to meet compliance requirements and mitigate risk

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 two additional courses in a Certified Financial Planner (CFP) core curriculum program.
Financial Industry Experience - 3 years of year of member service experience in the financial industry

Banking and/or call center experience would be an asset
Resourceful You understand and utilize the network of resources available to you and can independently formulate appropriate solutions for your members
A career at Vancity is more than just a job youre joining a tradition of change-makers who are creating lasting change for our communities. Living Wage Employer : Were the largest private-sector Living Wage Employer in Canada and consistently ranked among Canadas Top Employers.
Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
Generous Vacation : New employees start with 3-4 weeks of vacation per year with additional days earned over time.
Extra Stat Holidays : In addition to BCs 11 statutory holidays we offer 2 extra days plus care days for personal or family illness.
Immediate Health Coverage : Health and dental benefits begin on your hire date with three levels of coverage to choose from.
Defined Benefit Pension : Our retirement plan provides a guaranteed income for life recognizing that retirement looks different for everyone.

Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous Black or Trans. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative in line with the BC Personal Information Protection Act (PIPA). For details please see our dedicated Talent Programs job posting.

At Vancity were committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent understand and respond to our community needs and deliver on our member experience.
If you require any accommodations or support at any stage of the recruitment process (including the application stage) we encourage you to let us know by contacting our Talent Acquisition team at Were here to work with you to ensure your needs are met promptly and effectively.