Account Manager at Vancity
V
Vancity (2.0)
📍 vancouver, metro vancouver regional district, Canada
Job Description
Elevate customer relations as an Account Manager at Vancity in Port Coquitlam, BC. This on-site role emphasizes financial advice and relationship building with our diverse membership.
As an Account Manager I/II, you will excel in customer service and leverage your financial expertise. The role entails providing tailored advice while assessing member needs to enhance portfolio growth. Your contributions will enhance member loyalty and align with Vancity's social justice principles.
Key Responsibilities:
• Provide financial and relationship-based advice to members
• Identify member needs for product recommendations
• Make appropriate referrals to specialized Vancity teams
• Meet targets contributing to branch profitability
• Ensure compliance with branch service standards
Requirements:
• High school diploma or equivalent
• 1+ years member service experience in finance
• 2+ years in an Account Manager role
• Completion of financial planning coursework
As an Account Manager I/II, you will excel in customer service and leverage your financial expertise. The role entails providing tailored advice while assessing member needs to enhance portfolio growth. Your contributions will enhance member loyalty and align with Vancity's social justice principles.
Key Responsibilities:
• Provide financial and relationship-based advice to members
• Identify member needs for product recommendations
• Make appropriate referrals to specialized Vancity teams
• Meet targets contributing to branch profitability
• Ensure compliance with branch service standards
Requirements:
• High school diploma or equivalent
• 1+ years member service experience in finance
• 2+ years in an Account Manager role
• Completion of financial planning coursework