Shape the future of Vancity's members as an Account Manager I/II at the Shaughnessy Station Community Branch. Your strong interpersonal skills will enhance member loyalty and satisfaction.
This full time, temporary position focuses on fostering relationships and delivering financial advice that aligns with member goals. You will apply your financial knowledge to assess needs, recommend products, and work with specialized teams, ensuring each member receives the best support in financial planning.
Key Responsibilities:
• Build and manage member financial portfolios
• Identify needs and recommend suitable financial solutions
• Collaborate with specialized teams for enhanced member support
• Meet branch profitability and compliance objectives
• Uphold service standards and risk mitigation practices
Requirements:
• High school diploma minimum
• 3 years of financial industry service experience
• Completion of relevant Financial Planning coursework
• Prior lending experience preferred
• Familiarity with investment products
Drive impactful member experiences through relationship-building and tailored financial advice at Vancity.
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📌 Join Vancity as an Account Manager (Port Coquitlam)
🏢 Vancouver City Savings Credit Union
📍 Port Coquitlam