IC Savings is a credit union that focuses on bringing the benefits of co-operative banking to more than 17,000 personal and business members, whether online, by mobile or in branch at its eight locations in the Greater Toronto Area. We are seeking an experienced and driven banking professional with proven mutual funds sales experience and business development skills in the financial services to join our high performing team in the capacity of Account Manager.

Account

Manager will focus on achieving sales targets and providing superior service to existing members and prospects. Proven sales, service and advice-giving skills coupled with prior banking knowledge and ability to understand, assess and meet member needs are paramount to the success in this role. You will support the Branch Manager by contributing to the growth of the branch’s personal and business banking segments as well as its lending revenues.

Using your thorough and current knowledge of financial products and services, you will deliver expert advice and exceptional customer service to acquire and retain members. In partnership with the Branch Manager, you will also raise awareness of the credit union through its community involvement. establishing and growing long-term relationships with members by identifying their financial needs, and by providing expert financial advice and personalized banking solutions; meeting and exceeding individual and branch sales targets; actively participating in branch sales meetings,



promotional initiatives and campaigns; maintaining a sustainable sales prospect pipeline by confidently soliciting new business through varied acquisition techniques; acting as a senior branch officer when required; assisting the Branch Manager with administrative activities and other duties as assigned. A self-starter who values teamwork and is disciplined and knowledgeable professional who places importance on relationship-building and customer service. at minimum 5 years of related banking experience in advice-giving role, preferably in a sales capacity with proven sales track record; at least 3 years of proven mutual fund sales experience; completed a post-secondary education in business, commerce or a related discipline, or have an equivalent combination of education and experience; sound knowledge of banking regulatory and compliance procedure; excellent English-language communications skills, both oral and written; proficiency in the MS Office suite (Word, Excel, PowerPoint, Outlook) and DNA; Professional, team oriented, office setting in a branch setting.

Monday to Wednesday from 9:00 am – 5:00 pm, Thursday to Friday from 9:00 am – 6:00 pm with a requirement to work on Saturdays from 9:00 am to 2:00 pm on a rotational basis or as scheduled. Community relations and business development will involve some after-hours activities. Occasional travel may be required.

Flexibility to work at and/or relocate to another branch when business needs require it. these include, but are not limited to: sitting, considerable use of computer and phone, seldom moving of items up to 25 pounds in weight. Due to large number of applications received, AI is used in assisting with screening and selecting applicants. At IC Savings, we are committed to accommodating people with disabilities as part of our hiring process.

Thank you for taking the time to review our posting.

📌 Remote Account Manager (Vaughan)
🏢 IC Savings
📍 Vaughan