Account Manager I (BCGEU) - Main Street
$70,512–$70,512 year
On-site · Vancouver, British Columbia, Canada
Vancouver, British Columbia, CanadaOn-siteFull Time$70,512–$70,512 yearEntry LevelHigh School Or EquivalentLarge
Type
Full Time
Level
Entry Level
Education
High School Or Equivalent
Company size
Large
Job Summary
Account Manager I at Vancity supports members with face-to-face service, using subject-matter financial expertise to assess goals and needs, provide planning guidance across signature lending, mortgages, term deposits and related services, and referral to specialized teams; works to grow and maintain member portfolios while meeting branch objectives, applying service standards and compliance.
Required Qualifications
- High school diploma or equivalent
- Completion of Financial Planning Coursework (Fundamentals of Personal Financial Planning or Financial Planning 1)
- CUIC 210
- Financial Industry Experience: One year of member service in the financial industry
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