Advance your career with Vancity as an Account Manager I/II, serving member needs in South Burnaby. You’ll engage with clients to provide tailored financial guidance and solutions.
This full-time role emphasizes building relationships and understanding member financial goals at the South Burnaby Community Branch. You will generate leads by promoting diverse financial products while ensuring compliance with regulations. Your success hinges on collaboration and delivering exceptional service aligned with member needs.
Key Responsibilities:
• Offer comprehensive financial and relationship-based advice
• Assess member needs and recommend appropriate services
• Collaborate with teams for specialized member support
• Achieve defined profitability targets for the branch
• Follow policies and procedures to mitigate risk
Requirements:
• High school diploma required
• Completion of financial planning coursework necessary
• One year of member service experience fo...