Join Vancity as an Account Manager I/II, promoting financial wellness within our community. This full time position at the Fraser Street Community Branch focuses on delivering excellent customer service and building member relationships. As an Account Manager I/II, you will leverage your financial industry expertise and interpersonal skills to engage with members directly.

Your role involves providing tailored financial advice and identifying member needs to recommend suitable products and services. With a goal to enhance member loyalty and define wealth, your contributions help Vancity achieve its broader mission. Key Responsibilities:
Provide personalized financial and relationship-based advice
Assess member needs for appropriate product recommendations




Refer members to specialized Vancity teams for comprehensive support
Meet profitability targets established for branch objectives
Ensure compliance with service standards and controls

Requirements:
High school diploma required
Completion of financial planning coursework
Minimum 2 years in an Account Manager role
3 years of member service experience preferred
Knowledge of investment coursework beneficial

Bring your relationship-building expertise and financial knowledge to Vancity, driving positive change in our member's lives.

📌 Account Manager I/ii At Vancity Vancouver
🏢 Vancity
📍 Vancouver