Elevate member relationships as an Account Manager I/II at Vancity's Shaughnessy Station in Port Coquitlam. Leverage your financial expertise to provide tailored advice and build loyalty.

In this full time, temporary role, you’ll engage face-to-face, demonstrating excellence in customer service while enhancing your financial industry skills. Your focus will be on relationship management and financial planning, guiding members to achieve their goals through personalized solutions and comprehensive advice tailored to their unique needs.

Key Responsibilities:
• Provide financial advice to grow member portfolios
• Assess and meet member needs with suitable products
• Refer members to specialized teams for comprehensive service




• Achieve branch profitability targets and objectives
• Ensure compliance with policies and procedures

Requirements:
• High school diploma or equivalent
• Minimum 2 years’ experience in an Account Manager role
• Completion of Financial Planning coursework
• Experience in the financial industry
• Knowledge of lending products and services

Utilize your expertise in customer service, financial planning, and relationship management to impact community members positively at Vancity.
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📌 Account Manager at Vancity - Port Coquitlam (British Columbia)
🏢 Vancity (2.0)
📍 British Columbia