Vancity Financial Account Manager I

Join Vancity as an Account Manager I, where you can provide impactful financial advice directly to members. This role is vital in building long-lasting member relationships.
As a full-time, permanent Account Manager I at the Main Street Community Branch, you'll exhibit excellent customer service skills. Engage with members face-to-face, assess their financial needs, and collaborate with Vancity’s teams for comprehensive solutions. Meeting set targets will not only contribute to your career growth but also to the branch's success.
Key Responsibilities:
• Offer thorough financial advice to members
• Identify needs and suggest suitable financial products
• Make referrals to specialized services within Vancity
• Meet profitability objectives based on performance metrics
• Adhere to compliance and service standards
Requirements:
• High school diploma or equivalent required
• Completion of Financial Planning coursework necessary
• One year of experience in me...