Account Manager I/II

Account Manager I / II

Full‑time, permanent role located in Vancouver. Reports to the Assistant Branch Manager. Provide trusted, relationship‑based financial advice to members.

Responsibilities

• Provide culturally respectful, high‑touch service aligned with Indigenous values.
• Provide comprehensive, relationship‑based financial advice to assigned and unassigned members.
• Build and maintain member portfolios through needs‑based conversations and best‑advice solutions.
• Identify member needs and recommend appropriate products and services (lending, mortgages, deposits).
• Recognize opportunities and make referrals to specialized teams (Wealth Management, Wealth Protection, Business Banking).
• Meet performance objectives contributing to branch and organizational profitability.
• Apply service standards, policies, procedures, and controls to meet compliance and mitigate risk.
• Support a posi...