Take on the role of Account Manager II with Vancity, where your dedication to social justice meets financial expertise. Support our members with tailored advice and comprehensive financial solutions.
In this full time position at our False Creek Community Branch, you will engage in meaningful interactions with members, utilizing your 2+ years of experience to assess their financial needs. Your role is crucial in providing best advice and connecting members with specialized support teams. Through your efforts, you will help increase member loyalty and contribute to Vancity’s commitment to community resilience.
Key Responsibilities:
• Deliver comprehensive financial advice to grow member portfolios
• Evaluate member needs for tailored financial products




• Refer to Vancity’s specialized teams for dedicated support
• Meet defined profitability targets for the branch
• Comply with service standards and risk mitigation policies
Requirements:
• High school diploma or equivalent
• Minimum 2 years of experience in an Account Manager capacity
• Completed Financial Planning coursework
• Completed Investments coursework
• 3 years’ experience in member service in finance
Leverage your financial expertise and relationship acumen at Vancity to enrich our members' financial journeys.
J-18808-Ljbffr

📌 Account Manager Ii Role At Vancity Vancouver
🏢 Vancity
📍 Vancouver