Bring deposit and lending expertise to FCU Community Financial as a Personal Account Manager serving members on-site in Powell River. Build trusted relationships through financial advice.

This full-time qualified manages an existing and growing member portfolio at FCU Community Financial. The work includes personal financial services, investment products, retail lending, referrals, and portfolio growth. Success requires strong communication, organization, computer skills, and service-focused relationship building.

Key Responsibilities:

- Provide deposit, investment, and lending advice to members
- Assess needs, match products, and complete sales
- Follow up to support satisfaction and portfolio growth
- Develop community and portfolio referral networks
- Support branch campaigns, events, and employee education

Requirements:

- Active Mutual Funds License
- At least three years of sales and financial services experience
- Knowledge of account, lending, and deposit products
- Working toward PFP or CFP designation
- Strong MS Office, communication, and organizational skills

Apply your financial services experience, product knowledge, and relationship skills as a Personal Account Manager in Powell River.

📌 Personal Banking Account Manager (Canada)
🏢 Vancouver City Savings Credit Union
📍 Canada