Account Manager I (BCGEU) – Abbotsford

Role Overview

As an Account Manager I, you will demonstrate excellence in customer service through solid communication and interpersonal skills, engaging face-to-face with Vancity’s membership. You will build trust with members and provide best advice to help them achieve their financial goals.

What You Will Do

Providing comprehensive, financial and relationship-based advice to grow and maintain assigned and unassigned members’ portfolios. Identifying and assessing member/prospect needs to provide appropriate products and services.

Why It Might Be a Fit

You will thrive in this role if you are resourceful, tech-savvy, a strong relationship builder, and ready for a challenge.

Requirements

• High school diploma
• Completion of Financial Planning Coursework
• Financial Industry Experience: One year of member service experience in the financial industry

Benefits

• Living Wage Employer
• Customizable Benefits
• Generous Vacation
• Extra Stat Holidays
• Immediate Health Coverage
• Defined Benefit Pension