Step into a pivotal role as a Branch Business Account Manager at Vancity in Vancouver, BC. Deliver exceptional service and personalized financial advice to our members.
This full-time, permanent position involves engaging with clients both in-person and virtually. You'll leverage your solid lending background to meet complex banking needs and cultivate strong member relationships. Your proactive approach will be instrumental in uncovering new opportunities across our comprehensive financial offerings, driving member satisfaction and engagement.
Key Responsibilities:
• Consult with members to discern financial needs
• Document tailored advice in CRM systems
• Handle complex lending and mortgage operations
• Support the opening of retail and business accounts
• Collaborate in branch campaigns and developments
Requirements:
• Minimum of two years in an Account Manager capacity
• Strong expertise in mortgage lending
• Success in sales and relationship manag...