Join Vancity as an Account Manager I/II, where you'll empower members through personalized financial services at our Fraser Street Community Branch. This full-time permanent position enhances member relationships and drives portfolio growth.

As an Account Manager I/II, you will skillfully interact with our members, utilizing your financial knowledge to create meaningful strategies for their financial wellness. You’ll identify their needs and refer them to specialized teams when necessary, fostering an environment of trust and support. Your commitment to excellent service aligns with Vancity's values of inclusion and social impact.

Key Responsibilities:
• Grow and manage member portfolios with tailored advice
• Identify member needs for products and services




• Collaborate with specialized teams for comprehensive solutions
• Achieve branch profitability targets
• Follow compliance procedures to mitigate risks

Requirements:
• High school diploma or equivalent
• At least 2 years in an Account Manager role
• Financial Planning Coursework completion required
• Three years of member service experience in finance
• Investments coursework completion necessary

Thrive at Vancity while helping members achieve financial goals in a supportive workplace.
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📌 Vancity Financial Account Manager Role (British Columbia)
🏢 Vancouver City Savings Credit Union
📍 British Columbia