Explore a full-time opportunity as an Account Manager with Vancity in Vancouver. Deliver relationship-based financial advice while helping members achieve their goals through tailored solutions.
In this Account Manager I/II role, you will engage directly with members, providing personalized financial planning and advice tailored to their unique needs. You will be responsible for building strong member relationships and recommending appropriate banking products and services that enhance their financial well-being.
Key Responsibilities:
• Provide comprehensive financial advice to members
• Build and maintain a portfolio of member accounts
• Identify needs and suggest tailored banking products
• Refer members to specialized financial teams as required
• Ensure compliance with service standards and policies
Requirements:
• High school diploma or equivalent
• Minimum 1 year of financial service experience
• Completion of Personal Financial Planning coursewor...