Account Manager I​/II - Burquitlam

Vancity is a member‑owned credit union built on the principles of inclusion and social justice. Since 1946, we have challenged the status quo, broken down barriers, and committed to net‑zero by 2040 across all mortgages and loans while pursuing Indigenous banking and financial resilience for our members.

Our Story & Purpose
We’re Vancity, a member‑owned credit union committed to inclusion and social justice. We are proudly recognized as Canada’s largest private‑sector Living Wage Employer and one of the country’s Top Employers.

Your Role
As an Account Manager I/II, you will demonstrate excellence in customer service through solid communication and interpersonal skills, engage face‑to‑face with our membership, and provide best financial advice to help members achieve their goals. You will build trust, ask exploratory questions, collaborate with members, and drive loyalty and business growth for the branch.

• Providing comprehensive, financial and relationship‑based advice to grow and maintain member portfolios
• Identifying and assessing member needs to provide appropriate products and services, including 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
• Meeting targets as defined by branch objectives that contribute to profitability for the branch and Vancity
• Applying branch service standards, policies, procedures, and controls to meet compliance requirements and mitigate risk

What You’ll Bring to the Team

Qualifications:

• High school diploma or equivalent (at a minimum)
• Completion of Financial Planning Coursework – Fundamentals of Personal Financial Planning or Financial Planning 1 and the CUIC 210 (at a minimum)
• Account Manager I – One year of member service experience in the financial industry
• Account Manager II – Minimum of 2 years in an Account Manager role, completion of additional CFP core curriculum courses, and investment coursework (Investment Funds in Canada, Canadian Investment Funds Course, or Canadian Securities Course)
• Financial Industry Experience – 3 years of member service experience in the financial industry (Account Manager II)

Extra Skills That Set You Apart
Banking and/or call center experience; lending experience.

You’ll Thrive Here If You Are
Resourceful – independent solution formulation;
Tech‑savvy – quick learner and great with technology & systems;
Strong relationship builder – easy to build trust;
Ready for a challenge – positive attitude and fast‑paced, changing environment.

What You’ll Earn
This role offers a salary range of $32.42 to $36.11 per hour for an AM I and $36.68 to $40.85 per hour for an AM II. Base pay may vary and you may be eligible for our annual incentive program.

Why You’ll Love Working Here
A career at Vancity is more than just a job. Beyond base pay we offer a comprehensive total rewards package:
Living Wage Employer, customizable benefits, generous vacation, extra statutory holidays, immediate health coverage, and a defined benefit pension.

We’re Committed to an Inclusive, Barrier‑Free and Accessible Recruitment Experience for All Candidates
All requests will be handled with the utmost respect and confidentiality so you can participate fully in the process. At Vancity we’re committed to an inclusive, barrier‑free and accessible recruitment experience for all candidates.