Become an Account Manager at Vancity, a leader in ethical banking based in Vancouver. Provide face-to-face financial advice, build member relationships, and tailor solutions for their needs.
In this full-time, permanent role, you will engage with members to understand their financial goals and provide customized advice. As an Account Manager I/II, your expertise will help members achieve both short- and long-term financial success while adhering to compliance standards. It's a member-focused position ideal for those passionate about socially responsible banking.
Key Responsibilities:
• Provide relationship-based financial advice to members
• Build and maintain member portfolios through needs assessments
• Recommend products including mortgages and deposits
• Make referrals to specialized services such as Wealth Management
• Meet performance objectives enhancing branch profitability
Requirements:
• High school diploma or equivalent
• 1+ years of member serv...