10 Sep
|
Vancouver City Savings Credit Union
|
Vancouver
10 Sep
Vancouver City Savings Credit Union
Vancouver
Become an Account Manager I/II at Vancity, serving our members with financial expertise at the Fraser Street Community Branch. This full time position is designed for those passionate about fostering community financial health. In this role, you will actively engage with our diverse members to provide comprehensive financial advice, help them identify needs, and create actionable financial plans.
Your experience in customer service and the financial industry will enhance member loyalty and contribute to Vancity's mission of social justice and inclusion. You’ll adhere to best practices and compliance to ensure our members receive exceptional service. Key Responsibilities:
Provide expert financial advice tailored to members' needs
Identify and assess comprehensive service offerings
Collaborate with specialized teams for member advantage
Meet defined targets contributing to branch goals
Follow branch policies to meet compliance requirements Requirements:
Minimum high school diploma or equivalent
2+ years in an Account Manager capacity
Completed Financial Planning-related coursework
Three years in member service within finance
Completion of investments coursework mandatory Utilize your skills to create lasting change in your community at Vancity.
📌 Account Manager I/ii Vancity Careers Vancouver
🏢 Vancouver City Savings Credit Union
📍 Vancouver