Account Manager II

Vancity is 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, all while knowing you are a part of a greater movement.

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.

This is a full-time role located at Abbotsford Community Branch (Branch 34) and reports directly to 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 
• Minimum of 2 years in the AM I role
• 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.
• Completed Investments coursework - You have taken Investment Funds in Canada  (IFC) or Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)
• Financial Industry Experience- 3 years of year of member service experience in the financial industry

Bonus Points:

• Banking and/or call center experience would be an asset
• Lending experience

Salary: As this is a union role, the salary will be as per the collective agreement salary grid starting at $31.48 (Grp 5 Step 1)

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.   

Posting Deadline: Please apply by Monday, February 3rd at 4:00pm

At Vancity we’re 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.

We are committed to providing an inclusive and accessible recruitment experience for all candidates. If you require any accommodations at any stage of the recruitment process, please reach out to our Talent Acquisition team at [email protected] for confidential support. In-person assistance is also available. We will collaborate with you to ensure your needs are met promptly and effectively.