Become an Account Manager at IC Savings, where your mutual funds and sales expertise will help drive business growth. Engage with members and deliver exceptional banking solutions.

IC Savings is looking for an experienced qualified to fill the Account Manager role within its team. This position is centered around achieving sales targets, promoting banking products, and maintaining strong member relationships. Your ability to provide expert financial advice and drive new memberships will be crucial to the branch's success. Join us to make an impact in members' financial journeys.

Key Responsibilities:
• Build and grow long-term relationships by identifying member needs
• Recommend solutions to the lending department through credit assessments
• Actively sell deposit, investment, mutual fund, and lending products




• Participate in promotions and branch sales meetings
• Maintain a solid pipeline for new business acquisition

Requirements:
• Minimum 5 years of experience in an advice-giving banking role
• 3 years of mutual fund sales experience required
• Education in business or a related field preferred
• Strong knowledge of compliance and regulatory procedures
• Proficient in Microsoft Office and possess a valid driver’s license

Leverage your banking acumen and passion for service to enhance member experiences and drive growth in the credit union.
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📌 Account Manager Role at IC Savings (Ontario)
🏢 IC Savings
📍 Ontario