Branch Business Account Manager (BBAM) BCGEU – (Branch 51)

Job title:

Branch Business Account Manager (BBAM) BCGEU – (Branch 51)

Company

Vancity

Job description

Description :About VancityVancity 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!About the workplaceAs 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, permanent role located at Maillardville Community Branch (Branch 51) and reports directly to the 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
• Familiarity with credit union products, services, and cooperative principles
• Proven ability to navigate member-focused environments with strong community engagement
• 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
• Solid proficiency in retail credit (residential mortgages) for Business and/or self-employed members
• 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

Hourly Range: As this is a union role, the salary will be as per the collective agreement salary grid starting at $37.25 (Grp 6 Step 1) .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: Until filled. **We offer:

• We are the largest private-sector

in Canada and have been consistently recognized as one of the . * 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 — to a maximum of six weeks per year — as their length of service increases. In addition, full-time, permanent staff may be able to purchase extra days of vacation through our flexible benefits package.
• 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, plus opportunities to take unpaid leave for a variety of reasons.
• Our health care & dental benefits offer three levels of health care and dental 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 pension plan that pays you a retirement income for life.

At Vancity we’re dedicated to being an inclusive, anti-racist organization with a workforce that reflects the diversity of the communities we serve. 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.Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your needsPlease note that all shortlisted candidates for this role will be required to complete a background check which includes resume verification, credit check, criminal record check.

Expected salary

Location

Coquitlam, BC

Job date

Fri, 20 Jun 2025 02:48:18 GMT

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