Account Manager I, CMS (Branch 26)
VancityRichmond, BC, CA3 days ago
Salary
CA$30.25–CA$44.40 hourly
Job type
- Full-time
Job descriptionResourceful– 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 A High school diploma - At a minimum, you have graduated high school and / or equivalent Completion of Financial Planning Coursework- You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and the CUIC 210 Financial Industry Experience - One year of member service experience in the financial industry Banking and / or call center experience would be an asset Lending experience
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
You are :
You Have :
Bonus Points :
Salary : The hourly wage range for this role is $30.25 to $44.40 per hour. Base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity.
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.