Account Manager III Shaughnessy Station

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 2300 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 I/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 Permanent role based at our Shaughnessy Station Community Branch (Branch 33)and will report directly to the Assistant Branch Manager.

How Youll 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 Youll Bring to the Team:

• Account Manager I:
• A High school diploma- At a minimum you have graduated high school and/or equivalent
• Completion of Financial Planning Coursework-You have takenFundamentals 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
• Account Manager II:
• A High school diploma- At a minimum you have graduated high school and/or equivalent
• Minimum of 2 years in an Account Manager role
• Completion of Financial Planning Coursework-You have takenFundamentals 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 takenInvestment Funds in Canada(IFC) orCanadian Investment FundsCourse (CIFC) orCanadian SecuritiesCourse (CSC)
• Financial Industry Experience- 3 years 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

Youll Thrive Here If You Are:

• ResourcefulYou understand and utilize the network of resources available to you and can independently formulate appropriate solutions for your members
• Tech-savvy People often say youre a quick learner and great with technology & systems
• A strong relationship builderYou 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

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 salary range of$32.42 to $36.11 per hour for an AM I and $36.68 to $40.85 per hour for an AM II. The 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

Employment Type : Full-Time
Department / Functional Area: Sales
Experience: years
Vacancy: 1
Hourly Salary Salary: 36 - 40