Branch Business Account Manager (BCGEU) Mission

Our Story & Purpose:

Were 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. Weve made bold commitments to become net-zero by 2040 across all mortgages and loans and were actively pursuing strategies in Indigenous banking and financial resilience for our members.

As the largest private sector Living Wage Employer in Canada were proud to be consistently recognized as one of the countrys Top Employers. If youre ready to join our team of 2700 diverse individuals access competitive rewards and benefits and be part of a greater movement - apply today!

Your Role in Supporting Our Members:

As a Branch Business Account Manager (BBAM)you will manage member contact in-person over the phone and virtually with comfort while acting on all available campaigns and proactively contacting for opportunities of growth. The BBAM will be able to process a full range of complex transactions that include personal and mortgage credit and a broad range of business banking needs (transactional lending and deposit).

The BBAM will support branch goals by proactively bundling Vancity products and services actively participating in campaigns and member offers while working with a diverse network of internal specialists. The BBAM will be able to complete a wide range of tasks from opening accounts (retail and business) and including completion of credit applications for both businesses and retail individuals and will maintain availability in-branch to support new and existing members.

This is for aFull-time Permanent role Located atMission Community Branch (Branch 36) and reports directly to Branch Management Team.

How Youll Make an Impact:

• Meeting with branch team to celebrate results educate recognize and coach
• Meeting with and understanding each members complete cashflow to determine their unique immediate secondary needs
• Providing relevant tailored advice that is documented in CRM and part of an advice and relationship continuum (a routinized business development lifecycle) not a one-off transaction. All interactions should be focused on results and should end with a and next time we meet we will vs a closed-ended good-bye
• Proactively connecting with members to understand needs and provide relevant advice (this should be very focused on improving results across all lines of business increasing the number of lines of business serving all members as well as number of services each member holds)
• Engaging with partners across the organization to present a full-spectrum of advice always pushing oneself to better present areas of the business and solutions you are less comfortable with

What Youll Bring to the Team:

• University degree on-the-ground business development experience (cold-calling included) lived-experience that may improve our ability to better serve under-served segments relationship management experience
• Demonstrated strong sales and referral results across lines of business
• Minimum of 2 years in the Account Manager role & solid Lending Experience; proficient in residential mortgage
• Post Secondary Education/Diploma in Finance or Commerce
• Successfully completed:
  • Investment Funds in Canada (IFIC) Canadian Securities Course (CSC) or Canadian Investment Funds Course(CIFC)
  • CUIC 210
  • Financial Planning I
  • 2 Additional Courses in a Certified Financial Planner (CFP) Core Curriculum program. Program providers include BCIT Canadian Institute of Financial Planning Canadian Securities Institute Ashton College and Advocis.
  • CUSOURCEs Self-Employed Borrowers Course Financial Statement Composition Course & Intro to Business Statements Analysis
    

Extra Skills That Set You Apart:

• Demonstrated strong performance with Sustainable Wealth Management referrals
• Relationship Building Experience
  

Youll Thrive Here If You Are:

• Inquisitive curious creative driven to improve and result-driven
• Have or are developing a passion for small business markets business finance and broadening your understanding of all solutions
• Personable and outgoing relatable bringing your lived experience to your interactions demonstrating you are a strong communicator (including internal communication through CRM)
• Aware of your biases and always working to remove them from your interactions.
• Passionate about developing long-term loyal relationship for the enterprise (not just with you)
• Collaborative by nature in all aspects of your work and always helping others to be the same. Attentive not just to the needs you can serve but also to the needs that will need to be fulfilled by your colleagues
• Analytical and a confident decision maker ability to exercise judgment and discretion

We value lived experience so if you are interested in this role we encourage you to apply even if you feel your skills dont perfectly align with those listed.

What Youll Earn:

This role offers a starting salary of $41.36per hour as per the collective agreement. Base pay offered may vary depending on factors such as relevant qualifications skills previous experience and internal equity. As part of our total rewards package employees may also be eligible for our annual incentive program subject to program eligibility requirements.

Why Youll Love Working Here:

A career at Vancity is more than just a job youre 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: Were the largest private-sector Living Wage Employer in Canada and consistently ranked among Canadas 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 BCs 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 were 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 also committed to an inclusive barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage) we encourage you to let us know by contacting our Talent Acquisition team at Were here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality so you can participate fully in the process.

Required Experience:

Manager

Key Skills
Accounting Software,Time Management,Accounts Administration,Accounts Receivable,Accounts Reconciliation,Administrative Skill,Leadership skills,Accounting & Finance,Accounts Management,Communication,Analysis Skills,Relationship Management,Team Player Spirit,Budgeting Skills,Accounts Payable
Employment Type : Full-Time
Experience: years
Vacancy: 1