Job Description
Elevate your career with Vancity as an Account Manager II in Burnaby, BC. Provide insightful financial advice and build trust through strong member relationships at our Brentwood Community Branch.
This full-time temporary role involves direct member interaction, helping clients meet their financial goals. You will need a minimum of two years in an Account Manager role, alongside financial planning and investment coursework. Collaborate with specialized teams to deliver comprehensive support, while also meeting profitability targets.
Key Responsibilities:
• Provide financial and relationship-based advice to members
• Identify member needs for appropriate service offerings
• Collaborate with specialized Vancity teams as needed
• Meet targets ensuring branch profitability
• Ensure compliance with service standards and policies
Requirements:
• High school diploma required
• 2 years in an Account Manager positi...
This full-time temporary role involves direct member interaction, helping clients meet their financial goals. You will need a minimum of two years in an Account Manager role, alongside financial planning and investment coursework. Collaborate with specialized teams to deliver comprehensive support, while also meeting profitability targets.
Key Responsibilities:
• Provide financial and relationship-based advice to members
• Identify member needs for appropriate service offerings
• Collaborate with specialized Vancity teams as needed
• Meet targets ensuring branch profitability
• Ensure compliance with service standards and policies
Requirements:
• High school diploma required
• 2 years in an Account Manager positi...