Personal Account Manager

Join an organization where passion meets purpose. FCU Community Financial (formerly First Credit Union) invites applications for the role of Personal Account Manager (PAM) based at our Powell River branch.

As the PAM, you are a relationship-focused financial services professional who combines strong business development skills with a genuine passion for helping people achieve their financial goals.

The Role: What You’ll Do

Member Financial Advice & Sales

• Build relationships and a referral network within the existing member portfolio and be responsible for growing the portfolio within the membership base.
• Provide personal deposit, investment, and lending advice and services to an existing and growing client base.
• Receive member referrals and assess member needs by analyzing financial goals, recommending suitable products and services, and completing sales.
• Offer registered and non-registered pr...