Build member trust through financial advice and relationship management as an on-site Account Manager II at Vancity’s 4th Avenue Community Branch. This full-time position serves members face-to-face.
As an Account Manager II, you will provide comprehensive financial guidance, assess member needs, and create plans supporting financial goals. You will manage portfolios, recommend lending and investment products, and connect members with specialized Vancity teams. The permanent position reports to the Assistant Branch Manager.
Key Responsibilities:

Provide financial and relationship-based advice to assigned members
Assess needs and recommend lending, mortgage, and deposit products
Refer members to specialized Vancity teams when appropriate
Meet objectives supporting branch and Vancity profitability
Apply service standards, controls, policies, and procedures
Requirements:

High school diploma or equivalent
Minimum two years in an Account Manager role
Financial Planning coursework, including two additional CFP courses
Completed IFC, CIFC, or CSC investments coursework
Three years of financial industry member service experience
Use financial expertise, relationship building, and customer service skills to help Vancity members pursue their goals.

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Account Manager II Vancity Banking