Vancity is a member-owned credit union built on principles of inclusion and social justice. As a Branch Business Account Manager, you will manage member contact, process complex transactions, and support branch goals by bundling Vancity products and services.
Requirements
- University degree
- On-the-ground business development experience
- Lived-experience that may improve our ability to better serve under-served segments
- Relationship management experience
- Demonstrated strong sales and referral results across lines of business
- Minimum of 2 years in the Account Manager role & solid Lending Experience; proficient in residential mortgage
- Post Secondary Education/Diploma in Finance or Commerce
- Successfully completed: Investment Funds in Canada (IFIC), Canadian Securities Course (CSC), or Canadian Investment Funds Course(CIFC)
- CUIC 210
- Financial Planning I
- 2 Additional Courses in a Certified Financial Planner (CFP) Core Curriculum program
- CUSOURCE’s Self-Employed Borrowers Course, Financial Statement Composition Course & Intro to Business Statements Analysis
Benefits
- Living Wage Employer
- Customizable Benefits
- Generous Vacation
- Extra Stat Holidays
- Immediate Health Coverage
- Defined Benefit Pension