Account Manager I

at  Vancouver City Savings Credit Union

YOU ARE:

• Resourceful– You understand and utilize the network of resources available to you and can independently formulate appropriate solutions for your members
• Tech-savvy – People often say you’re a quick learner and great with technology & systems
• A strong relationship builder– You find it easy to get to know others and build trust
• Ready for a challenge – You have a positive attitude and are able to work in a fast-paced changing environment

As an Account Manager I you will demonstrate excellence in customer service through solid communication and interpersonal skills, as you engage face-to-face with our membership. By demonstrating your subject matter expertise in the financial industry you will build trust with our members and be able to ask exploratory questions to determine their goals, current and future needs. By working collaboratively with our members you will provide best advice and create plans to help them achieve their financial goals.
As a result of your work Vancity will have more members with a high level of loyalty doing more of their business with Vancity helping us redefine wealth consistent with branch objectives.
This is a full time, Permanent role located at (Br 21) and reports directly to the Assistant Branch Manager

A typical day would involve:

• Providing comprehensive, financial and relationship based advice in order to grow and maintain assigned and unassigned members’ portfolios.
• Identifying and assessing member/prospect needs to provide appropriate products and services which include signature lending, secured lending, mortgages, term deposits and the like.
• Recognizing and making appropriate referrals to Vancity Specialized Teams such as Sustainable Wealth Management, Wealth Protection, Business Banking and others, to deliver comprehensive support to our members.
• Meeting targets as defined by objectives that will contribute to profitability for the branch and Vancity.
• Applying branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk