Account Manager I (BCGEU) False Creek

Our Story & Purpose:

Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.

Vancity is the largest private sector Living Wage Employer in Canada and has been consistently recognized as one of the Top Employers in Canada. If youre interested in joining their team of 2300 diverse individuals and accessing competitive rewards and benefits all while knowing you are part of a greater movement then apply today!

Your Role in Supporting Our Members:

As an Account Manager Iyou 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 located at False Creek Community Branch (Branch 76)and reports 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:

• 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

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

What Youll Earn:

This role offers a starting salary of $33.90per 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:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1