Drive financial success for members as an Account Manager I/II at Vancity's Shaughnessy Station. Providing exceptional service and financial advice is central to this role.
This full time, temporary position showcases your commitment to member satisfaction through personalized financial planning advice. You will be pivotal in building robust member relationships, identifying their needs, and guiding them in making informed financial decisions, contributing to Vancity's goals of inclusion and social justice in banking.
Key Responsibilities:
• Deliver relationship-based financial advice to members
• Assess and fulfill member financial needs with key products
• Facilitate referrals to Vancity's specialized teams




• Achieve defined branch performance targets
• Implement compliance and service standards
Requirements:
• Graduation from high school or equivalent
• At least 2 years as an Account Manager in finance
• Completion of Financial Planning coursework
• Proven industry experience in member service
• Robust understanding of lending practices
Utilize your expertise in customer service and finance to foster loyalty and success for Vancity members in Port Coquitlam.
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📌 Account Manager I/ii At Vancity Port Coquitlam
🏢 Vancouver City Savings Credit Union
📍 Port Coquitlam