Account Manager I (BCGEU) - Main Street
$70,512–$70,512 year
On-site · Vancouver, British Columbia, Canada
Job Summary
Account Manager I at Vancity is a full-time, permanent role located at the Main Street Community Branch (Branch 09) in Vancouver, BC. The role centers on delivering face-to-face customer service to members, applying financial industry knowledge to assess goals and needs, and advising on products and services including signature lending, secured lending, mortgages, and term deposits. The position emphasizes building trust, growing member portfolios, making referrals to specialized teams, achieving branch profitability targets, and adhering to compliance standards. Ideal candidates have a high school diploma (or equivalent), completion of relevant financial planning coursework, and about one year of member service experience in banking or financial services; lending and banking experience are assets. The role requires strong relationship-building, tech-savviness, and the ability to thrive in a fast-paced environment. Salary starts at $33.90 per hour (annualized to $70,512) with total rewards including benefits and vacation viewed as part of the package.
Required Qualifications
- High school diploma or equivalent
- Completion of Financial Planning Coursework (Fundamentals of Personal Financial Planning or Financial Planning 1 and CUIC 210)
- Financial Industry Experience: One year of member service experience in the financial industry
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