Senior Account Manager at IC Savings (Ontario)

Senior Account Manager at IC Savings (Ontario)

28 Aug
|
IC Savings
|
Ontario

28 Aug

IC Savings

Ontario

Elevate your banking career as a Senior Account Manager with IC Savings. Focus on member relationships, mutual fund sales, and business development in a energetic branch setting.

IC Savings seeks a driven banking professional with proven mutual funds sales and business development experience. As a Senior Account Manager, you will achieve sales targets while providing exceptional customer service. Your expertise will help foster existing member relationships and attract new business through effective financial advice and personalized banking solutions.

Key Responsibilities:
• Establish long-term member relationships by identifying financial needs
• Assess credit worthiness and recommend to lending department
• Promote deposit, investment, mutual fund, and lending products




• Meet and exceed branch and personal sales targets
• Maintain a sustainable sales pipeline through various acquisition techniques

Requirements:
• Minimum 5 years of banking experience in an advice-giving role
• At least 3 years of proven mutual fund sales experience
• Completed post-secondary education in business or commerce
• Knowledge of banking regulations and compliance procedures
• Valid driver’s license and proficient in MS Office Suite

Make a difference in the financial lives of members with outstanding service and proactive solutions.
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📌 Senior Account Manager at IC Savings (Ontario)
🏢 IC Savings
📍 Ontario

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