Account Manager I/II

Account Manager I/II

Our Story & Purpose:

We're Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We've made bold commitments to become net-zero by 2040 across all mortgages and loans, and we're actively pursuing strategies in Indigenous banking and financial resilience for our members.

As the largest private sector Living Wage Employer in Canada, we're proud to be consistently recognized as one of the country's Top Employers. If you're ready to join our team of 2,300 diverse individuals, access competitive rewards and benefits, and be part of a greater movement - apply today!

Your Role in Supporting Our Members:

As an Account Manager I/II, you will provide trusted, relationship-based financial advice through meaningful, face-to-face interactions with members. You will build strong relationships by understanding members' goals and needs, offering best-advice solutions, and creating tailored financial plans that support their short- and long-term financial well-being. This role is ideal for a member-focused advisor who thrives in a relationship-first environment and is motivated by helping members achieve their financial goals.

This is a Full-time, Permanent role based in Vancouver and will report directly to the Assistant Branch Manager.

How You'll Make an Impact:

• Supporting a culturally respectful, high-touch service experience aligned with local Indigenous values.
• Providing comprehensive, relationship-based financial advice to assigned and unassigned members
• Building and maintaining member portfolios through needs-based conversations and best-advice solutions
• Identifying member needs and recommending appropriate products and services including lending, mortgages, and deposits
• Recognizing opportunities and making referrals to specialized teams such as Wealth Management, Wealth Protection, and Business Banking
• Meeting performance objectives that contribute to branch and organizational profitability
• Applying service standards, policies, procedures, and controls to meet compliance requirements and mitigate risk
• Supporting a positive, professional, and welcoming member experience

What You'll Bring to the Team:

Account Manager I

• High school diploma or equivalent
• Completion of Fundamentals of Personal Financial Planning or Financial Planning 1 and CUIC 210
• Minimum 1 year of member service experience in the financial industry
• Experience engaging members in needs-based financial conversations
• Knowledge of personal banking products and services
• Strong communication and relationship-building skills

Account Manager II

• High school diploma or equivalent
• Minimum 2 years of experience in an Account Manager role
• Completion of Fundamentals of Personal Financial Planning or Financial Planning 1 plus two CFP core curriculum courses
• Completion of IFC, CIFC, or CSC investments coursework
• Minimum 3 years of member service experience in the financial industry
• Demonstrated ability to manage member portfolios and provide complex financial advice

Extra Skills That Set You Apart:

• Banking and/or call center experience would be an asset
• Lending experience

You'll Thrive Here If You Are:

• Relationship-focused – You prioritize trust-building and long-term member relationships
• Member-centric – You are motivated by delivering excellent service and meaningful financial outcomes
• Resourceful – You navigate tools, teams, and systems to find the right solutions for members
• Tech-savvy – You adapt quickly to digital tools and banking systems
• Adaptable – You remain positive and effective in a changing environment

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed. What You'll Earn:

This role offers a salary range of $38.32 to $42.65 per hour. The base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

Why You'll Love Working Here:

A career at Vancity is more than just a job, you're joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

• Living Wage Employer: We're the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada's Top Employers.
• Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
• Extra Stat Holidays: In addition to BC's 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
• Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.

Vancity Talent Programs:

Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting. At Vancity we're committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.

We are also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at recruitment@vancity.com. We're here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.