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
- Completion of Financial Planning Coursework- You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and the CUIC 210
- Financial Industry Experience - One year of member service experience in the financial industry
Bonus Points :
- Banking and / or call center experience would be an asset
- Lending experience
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.
Salary : As this is a union role, the salary will be as per the collective agreement salary grid starting at $30.25 (Grp 4 Step 1).
Account Manager I (BCGEU)
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 de...
Outbound Sales Development Representative
Storypark creates tools for educators, early childhood education services, and families to collaboratively document, share, discuss, and strengthen the learning and development of children.Our purpose is to help every child fulfil their unique potential by connecting and empowering the community ar....
Account Manager and Business Development
Responsibilities also include determining appropriate methods to support significant levels of new & existing business development and manage and support all aspects of customer relationships. Secure business with assigned account(s) with an emphasis on products and/or product development within...
Project Manager/Project Director
ICDS have been retained (again) by a multi-billion turnover ($3Bn+) Canadian building & civil engineering contractor, to recruit Project Manager & Project Director for the design & construction of various building & infrastructure developments for the 'major projects' division across the greater Van...
Account Executive / Sales Representative (Vancouver, BC)
Prior experience in payment processing technology/platform sales, point of sale (POS), software channel sales, or merchant solution sales in electronic payments markets is preferred. Account Executive / Sales Representative. Effectively manage sales pipeline and prospect opportunities in CRM. Accura...
Territory Sales Manager-Illinois-Remote
Extensive senior-level experience in technical sales across multiple states or territories, with a proven track record of managing complex sales processes and driving business growth at an executive level. Our client, an established industrial / transportation product manufacturer currently requires...
NetSuite Customer Success Manager
The Customer Success Manager (CSM) will be responsible for driving adoption of the system and increasing the perceived value of our customers’ NetSuite investment by providing functional advice and strategic guidance to his/her customer portfolio. As a Customer Success Manager (CSM), you will join a...
Account Executive AMER - EOR
This is a pure hunting role as an Account Executive, driving net new business for Remote. Previous experience as an Account Executive, or related SaaS sales experience preferred. ...
retail sales manager
Education: No degree, certificate or diploma.Experience: 1 year to less than 2 years.Direct and control daily operations .Plan and organize daily operations.Manage staff and assign duties.Determine merchandise and services to be sold.Plan budgets and monitor revenues and expenses.Determine staffing ...
Strategic Project Manager (Remote)
As a Strategic Project Manager at Axon, you will oversee the deployment of both small-scale and complex enterprise-grade products. Experience utilizing technical project management tracking tools to ensure project tracking, completion. Your role involves managing all aspects of deployment, ensuring ...