Branch Business Account Manager (Branch 16) 18-month contract

About Vancity

Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.

Vancity is the largest private sector Living Wage Employer in Canada and has been consistently recognized as one of the Top Employers in Canada. If you're interested in joining their team of 2,700 diverse individuals and accessing competitive rewards and benefits, all while knowing you are part of a greater movement, then apply today!

The Role: Branch Business Account Manager

As a Branch Business Account Manager (BBAM) you will manage member contact in-person, over the phone and virtually with comfort, while acting on all available campaigns and proactively contacting for opportunities of growth. The BBAM will be able to process a full range of complex transactions that include personal and mortgage credit and a broad range of business banking needs (transactional, lending and deposit). The BBAM will support branch goals by proactively bundling Vancity products and services, actively participating in campaigns and member offers, while working with a diverse network of internal specialists. The BBAM will be able to complete a wide range of tasks, from opening accounts (retail and business) and including completion of credit applications for both businesses and retail individuals, and will maintain availability in-branch to support new and existing members.

This is for a Full-time, 18-Month Contract role Located at North Road Community Branch (Branch 16) and reports directly to Branch Management Team.

A typical day would involve:

• Meet with branch team to celebrate results, educate, recognize, and coach.
• Meet with and understanding each member's complete cashflow to determine their unique immediate, secondary, needs.
• Provide relevant, tailored advice that is documented in CRM and part of an advice and relationship continuum (a routinized business development lifecycle), not a one-off transaction. All interactions should be focused on results and should end with a "and next time we meet we will" vs a closed-ended good-bye.
• Proactive connection with members to understand needs and provide relevant advice (this should be very focused on improving results across all lines of business, increasing the number of lines of business serving all members as well as number of services each member holds).
• Engage with partners across the organization to present a full-spectrum of advice, always pushing oneself to better present areas of the business and solutions you are less comfortable with.

You are:

• Inquisitive, curious, creative, driven to improve and result-driven.
• Have or are developing a passion for small business markets, business finance and broadening your understanding of all solutions.
• Personable and outgoing, relatable, bringing your lived experience to your interactions, demonstrating you are a strong communicator (including internal communication through CRM).
• Aware of your biases and always working to remove them from your interactions.
• Passionate about developing long-term, loyal relationship for the enterprise (not just with you).
• Collaborative by nature in all aspects of your work and always helping others to be the same. Attentive not just to the needs you can serve, but also to the needs that will need to be fulfilled by your colleagues.
• Analytical and a confident decision maker, ability to exercise judgment and discretion

You Have:

• University degree, on-the-ground business development experience (cold-calling included), 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. Program providers include BCIT, Canadian Institute of Financial Planning, Canadian Securities Institute, Ashton College and Advocis.
• CUSOURCE's Self-Employed Borrowers Course, Financial Statement Composition Course & Intro to Business Statements Analysis

Bonus Points:

• Demonstrated strong performance with Sustainable Wealth Management referrals
• Relationship Building Experience

The Team:

• The Branch Business Account Manager reports directly into the Branch Management team

Pay Band: 06

The salary range for the role is $37.25 to $50.52 per hour. The upper half of the salary range is typically reserved for individuals who have demonstrated consistent strong performance in the role and possess a high level of job knowledge and skill.

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

*Posting Deadline: Posted until position is filled. *

We offer:

• We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada.
• Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs.
• New employees receive between three to four weeks of vacation allowance per calendar year, and the number of vacation days grows
• In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness.
• We have flex credits for our health care & dental benefits offer three levels of coverage for you to select from. These benefits will also be effective immediately based on your hire date.
• We understand that retirement means different things to different people and at Vancity we will offer you a Defined benefits pension plan that pays you a retirement income for life.

At Vancity we're committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.

We are committed to providing an inclusive and accessible recruitment experience for all candidates. If you require any accommodations at any stage of the recruitment process, please reach out to our Talent Acquisition team at recruitment@vancity.com for confidential support. In-person assistance is also available. We will collaborate with you to ensure your needs are met promptly and effectively.