Vancity
Business Account Manager at Vancity
Job Description
Become a vital part of Vancity as a Branch Business Account Manager in Vancouver, BC. Deliver personalized financial advice and support diverse banking needs for members in a dynamic environment.
In this full-time, permanent role, you will thrive on building strong relationships with personal and business members. Your expertise in personal lending, residential mortgages, and business banking solutions will facilitate effective engagement and financial goal achievement for members. Proactive communication and a relationship-first approach will be key as you identify and meet the diverse needs of the community.
Key Responsibilities:
• Meet with members to analyze their financial situations
• Provide personalized, documented financial advice through CRM
• Identify banking opportunities across personal and business sectors
• Manage transactions including lending and mortgages
• Collaborate with internal specialists for comprehensive solutions
Requirements:
• Min...
In this full-time, permanent role, you will thrive on building strong relationships with personal and business members. Your expertise in personal lending, residential mortgages, and business banking solutions will facilitate effective engagement and financial goal achievement for members. Proactive communication and a relationship-first approach will be key as you identify and meet the diverse needs of the community.
Key Responsibilities:
• Meet with members to analyze their financial situations
• Provide personalized, documented financial advice through CRM
• Identify banking opportunities across personal and business sectors
• Manage transactions including lending and mortgages
• Collaborate with internal specialists for comprehensive solutions
Requirements:
• Min...