Vancity Branch Business Account Manager

Elevate your career with Vancity as a Branch Business Account Manager in Vancouver, BC. Provide relationship-based financial advice and support to our members across diverse banking needs.
In this full-time, permanent role, you will leverage your experience to deliver tailored solutions in both personal and business banking. Your responsibilities will include understanding member financial situations, advising on lending products, and completing credit applications. Engage with various stakeholders to enhance member relationships and capture new opportunities.
Key Responsibilities:
• Meet with members to assess financial needs
• Document needs-based advice in CRM software
• Identify cross-selling opportunities in banking
• Manage transactions for loans and deposits
• Support branch initiatives and business campaigns
Requirements:
• Postsecondary education in Finance or related field
• Minimum 2 years in an Account Manager role
• Proficiency in residenti...