Talent.com
Account Manager II (BCGEU) - Semiahmoo
Account Manager II (BCGEU) - SemiahmooVancity • Surrey, BC, CA
Account Manager II (BCGEU) - Semiahmoo

Account Manager II (BCGEU) - Semiahmoo

Vancity • Surrey, BC, CA
6 days ago
Job type
  • Full-time
  • Permanent
Job description

Our Story & Purpose :

We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net-zero by 2040 across all mortgages and loans, and we’re actively pursuing strategies in Indigenous banking and financial resilience for our members.

As the largest private sector Living Wage Employer in Canada, we’re proud to be consistently recognized as one of the country’s Top Employers. If you’re ready to join our team of 2,300 diverse individuals, access competitive rewards and benefits, and be part of a greater movement - apply today!

Your Role in Supporting Our Members :

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  Permanent, Full-time  role based at our  Semiahmoo Community Branch (Branch 25)  and will report directly to the Assistant Branch Manager.

How You'll Make an Impact :

  • 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

What You’ll Bring to the Team :

  • 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
  • Extra Skills That Set You Apart :

  • Banking and / or call center experience would be an asset
  • Lending experience
  • You’ll Thrive Here If 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
  • What You'll Earn :

    This role offers a starting salary of $37.12 as per the collective agreement salary grid. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

    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.

    Why You’ll Love Working Here :

    A career at Vancity is more than just a job, you’re joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive :

  • Living Wage Employer : We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
  • Customizable Benefits : Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
  • Generous Vacation : New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
  • Extra Stat Holidays : In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
  • Immediate Health Coverage : Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
  • Defined Benefit Pension : Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.
  • Vancity Talent Programs :

    Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting.

    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.

    Create a job alert for this search

    Account Manager II BCGEU Semiahmoo • Surrey, BC, CA

    Similar jobs
    Account Manager

    Account Manager

    Ritchie Bros. • Burnaby
    Full-time
    Join to apply for the Account Manager role at Ritchie Bros.Be among the first 25 applicants.RB Global (NYSE : RBA) (TSX : RBA) is a leading, omnichannel marketplace that provides value‑added insights...Show more
    Last updated: 20 days ago • Promoted
    Service Project Manager II Part-Time

    Service Project Manager II Part-Time

    Global Impex USA • richmond, BC, ca
    Full-time +1
    Company : • MDLinx • City, State : • Fort Washington, PA Country : < / li&g...Show more
    Last updated: 26 days ago • Promoted
    Account Manager, Neurology

    Account Manager, Neurology

    Lundbeck • Vancouver, British Columbia, Canada
    Full-time
    As part of our National Sales team, the Neurology Account Manager must be curious, adaptable and accountable in order to achieve the business goals and sales objectives of Lundbeck Canada.The Neuro...Show more
    Last updated: 30+ days ago
    Product Manager (B2B SaaS / Healthcare AI) - Ubie

    Product Manager (B2B SaaS / Healthcare AI) - Ubie

    Ubie • delta, bc, ca
    Full-time
    Are you an experienced Product Manager looking to build the future of AI-driven healthcare?.B2B SaaS solutions for healthcare providers and payers. In this role, you will operate in an.AI to transfo...Show more
    Last updated: 22 days ago • Promoted
    Account Manager

    Account Manager

    RB Global Inc. • Burnaby
    Full-time
    Account Management team is the front line of our business and is directly responsible for the generation of new business through inbound and outbound channels while forging long term relationships....Show more
    Last updated: 20 days ago • Promoted
    Regional Account Leader, Vancouver - Growth & Partnerships

    Regional Account Leader, Vancouver - Growth & Partnerships

    Red Bull Gruppe • Vancouver
    Full-time
    A leading beverage company located in Metro Vancouver is seeking a Regional Account Manager.The ideal candidate will build strong relationships with key retail partners, analyze performance metrics...Show more
    Last updated: 8 days ago • Promoted
    Key Account Manager, Commercial Specialty Tires (Canada)

    Key Account Manager, Commercial Specialty Tires (Canada)

    Continental • Vancouver
    Full-time
    A leading tire manufacturer is seeking a Sales Representative positioned in Canada to manage key accounts.The role involves developing strategic initiatives for market growth and maintaining sales ...Show more
    Last updated: 3 days ago • Promoted
    Growth Account Manager I – Hybrid (Vancouver)

    Growth Account Manager I – Hybrid (Vancouver)

    Brex Inc. • Vancouver
    Full-time
    A leading financial technology firm in Vancouver is searching for a Sales Account Manager I to manage a portfolio of customers and drive revenue growth. This hybrid position requires proficiency in ...Show more
    Last updated: 18 days ago • Promoted
    Mid-Market Regional Account Leader – Equity Eligible

    Mid-Market Regional Account Leader – Equity Eligible

    Fortinet, Inc. • Vancouver
    Full-time
    A leading cybersecurity company is seeking a Regional Account Manager for Mid-Market Sales in Vancouver.This role involves driving sales, managing client relationships, and exceeding assigned quota...Show more
    Last updated: 30+ days ago • Promoted
    Account Manager

    Account Manager

    E.B. Horsman & Son • Burnaby
    Full-time +1
    EB Horsman & Son is a fifth generation family owned, successful Western Canadian electrical distributor with 20+ locations throughout BC, Alberta, and Saskatchewan. We are recognized as one of Canad...Show more
    Last updated: 20 days ago • Promoted
    Field Account Manager — SaaS Growth & Adoption (Vancouver)

    Field Account Manager — SaaS Growth & Adoption (Vancouver)

    Auctane LLC • Vancouver
    Full-time
    A leading software firm in Vancouver is seeking a Field Account Manager to drive software adoption and revenue growth.You will manage a book of business with regular customer engagement, using a co...Show more
    Last updated: 12 days ago • Promoted
    Account Manager Associate - Vancouver, British Columbia, Canada

    Account Manager Associate - Vancouver, British Columbia, Canada

    Applied Medical • Vancouver
    Full-time
    Applied Medical is a new generation medical device company with a proven business model and commitment to innovation that has fueled our rapid business growth and expansion.Applied has recently lau...Show more
    Last updated: 20 days ago • Promoted
    Account Manager – Vancouver, Uncapped Commissions

    Account Manager – Vancouver, Uncapped Commissions

    Waste Connections, Inc. • Vancouver
    Full-time
    A solid waste services company in Metro Vancouver seeks an Account Manager to drive business growth and maintain customer relationships. The ideal candidate will have a minimum of four years of sale...Show more
    Last updated: 20 days ago • Promoted
    Strategic Account Manager, Print Services

    Strategic Account Manager, Print Services

    Launch your career growth with Staples stores. • Vancouver
    Full-time
    Strategic Account Manager, Print Services.The Strategic Account Manager is responsible to manage all aspects of the print and promo solutions, contracted by the client. The Strategic Account Manager...Show more
    Last updated: 20 days ago • Promoted
    Strategic Growth Account Manager - FinTech / SaaS

    Strategic Growth Account Manager - FinTech / SaaS

    Tipalti • Vancouver
    Full-time
    A leading finance automation company in Vancouver is looking for a Strategic Account Manager to foster relationships with customers and drive sales cycles. The successful candidate will strategicall...Show more
    Last updated: 20 days ago • Promoted
    Manager, Commercialization

    Manager, Commercialization

    Arc'teryx Limited • North Vancouver
    Full-time
    Senior Director, Product Creation Development.Your Opportunity at ARC’TERYX : .As the Manager, Commercialization, you are the commercialization expert in your designated product category.You understa...Show more
    Last updated: 20 days ago • Promoted
    Sales Manager, Velocity Team - Hybrid SaaS Growth Leader

    Sales Manager, Velocity Team - Hybrid SaaS Growth Leader

    Themis Solutions Inc. • Vancouver
    Full-time
    A leading legal tech company is seeking a Sales Manager for their Velocity Account Executive Team in Vancouver, BC.This role involves managing a high-performing sales team, driving metrics and targ...Show more
    Last updated: 2 days ago • Promoted
    Regional Growth Account Manager – Western Canada

    Regional Growth Account Manager – Western Canada

    Conair Consumer Products ULC • Vancouver
    Full-time
    A leading consumer products company in Vancouver is seeking a Regional Account Manager to manage accounts in the Vancouver and Western Canada region. The role involves developing sales plans, mainta...Show more
    Last updated: 18 days ago • Promoted