Branch Business Account Manager

Branch Business Account Manager

As a Branch Business Account Manager (BBAM), you will deliver relationship-based financial advice to personal and business members through in-person, phone, and virtual interactions. You'll support a broad range of complex banking needs—including personal lending, residential mortgages, and business banking solutions—while proactively identifying opportunities to deepen relationships and grow member engagement across multiple lines of business. This role is well suited to a confident, relationship-driven professional who thrives in a high-touch service environment and is passionate about helping members achieve their financial goals. This is a Full-time, Permanent role based in Vancouver, BC and will report directly to the Branch Management Team.

Your Role in Supporting Our Members:

• Meeting with members to understand their complete financial picture and cashflow
• Providing tailored, needs-based advice that is documented in CRM as part of an ongoing relationship continuum
• Proactively connecting with members to identify opportunities across personal and business banking
• Managing complex transactions including lending, deposits, and residential mortgages
• Completing retail and business account openings and credit applications
• Participating in branch campaigns, offers, and business development initiatives
• Collaborating with internal partners and specialists to deliver full-spectrum financial solutions
• Supporting a welcoming, inclusive, and relationship-focused member experience

What You'll Bring to the Team:

• Post-secondary education or diploma in Finance, Commerce, or a related field
• Minimum of 2 years' experience in an Account Manager role with solid lending experience
• Proficiency in residential mortgage lending and credit adjudication support
• Demonstrated success in sales, referrals, and relationship-based business development
• Completion of one of the following: IFIC, CSC, or CIFC
• Completion of CUIC 210 and Financial Planning I
• Two additional courses within a CFP Core Curriculum program
• Completion of CUSOURCE courses including Self-Employed Borrowers and Financial Statement Analysis

Extra Skills That Set You Apart:

• Strong performance with Sustainable Wealth Management referrals
• Experience supporting small business or self-employed members
• Advanced relationship-building and portfolio management skills

You'll Thrive Here If You Are:

• Relationship-first – You prioritize trust, long-term connection, and meaningful engagement over transactional outcomes
• Curious and improvement-minded – You're driven to learn, grow, and continuously improve results
• Collaborative and confident – You work effectively with partners and exercise sound judgment
• Inclusive and authentic – You communicate with empathy, bring your lived experience to your work, and actively work to remove bias
• Committed to Reconciliation – You identify as Indigenous or are a dedicated ally motivated to advance Indigenous prosperity and trust-based banking

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.

This role offers a salary range of $41.36 per hour to $46.05 per hour. 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.

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. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.