Talent.com
No longer accepting applications
Account Manager II (BCGEU) - Branch 34

Account Manager II (BCGEU) - Branch 34

VancityAbbotsford, BC, CA
30+ days ago
Salary
CA$31.48 hourly
Job type
  • Full-time
Job description

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
  • 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

    • Bonus Points :

  • Banking and / or call center experience would be an asset
  • Lending experience

    • Salary : As this is a union role, the salary will be as per the collective agreement salary grid starting at $31.48 (Grp 5 Step 1)

    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.

    Create a job alert for this search

    Account Manager II (BCGEU) - Branch 34 • Abbotsford, BC, CA