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Account manager i - victoria city centre

Melbourne
Vancity
Accountancy Manager
Posted: 28 April
Offer description

Account Manager I - Victoria City Centre

Job Category: Sales Specialist

Requisition Number: ACCOU007295

* Posted : April 24, 2026
* Full-Time
* On-site
* Hourly Range : $33.90 CAD to $42.40 CAD

Locations

Showing 1 location

Victoria City Centre Community Branch1280 DouglasVictoria, BC V8W2E5, CAN

Description

As an Account Manager I, you will demonstrate excellence in customer service through solid communication and interpersonal skills, as you engage face-to-face with our membership. By demonstrating your subject matter expertise in the financial industry, you will build trust with our members and be able to ask exploratory questions to determine their goals, current and future needs. By working collaboratively with our members, you will provide best advice and create plans to help them achieve their financial goals.

This is a Full-time, Permanent role based at our Victoria City Centre Community Branch (Branch 67) and will report directly to the Assistant Branch Manager.

How You'll Make an Impact

* Providing comprehensive, financial and relationship-based advice in order to grow and maintain assigned and unassigned members' portfolios
* Identifying and assessing member/prospect needs to provide appropriate products and services which include 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, to deliver comprehensive support to our members
* Meeting targets as defined by objectives that will 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

* A High school diploma - At a minimum, you have graduated high school and/or equivalent
* Completion of Financial Planning Coursework - You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and the CUIC 210
* Financial Industry Experience - One year of member service experience in the financial industry

Extra Skills That Set You Apart

* Banking and/or call center experience would be an asset
* Lending experience

You'll Thrive Here If You Are

* Resourceful –You understand and utilize the network of resources available to you and can independently formulate appropriate solutions for your members
* Tech-savvy –People often say you're a quick learner and great with technology & systems
* A strong relationship builder –You find it easy to get to know others and build trust
* Ready for a challenge –You have a positive attitude and are able to work in a fast-paced changing environment

What You'll Earn

This role offers a salary range of $32.42 to $36.11 per hour. The base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

Benefits

* Living Wage Employer: We're the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada's Top Employers.
* Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
* Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
* Extra Stat Holidays: In addition to BC's 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
* Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
* Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.

Vancity Talent Programs

Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting.

Inclusive Recruitment

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 also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at recruitment@vancity.com. We're here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.

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