Join our Team!
We measure success by the success of our members and the strength of our local communities. By choosing Interior Savings, you’re choosing to give back to your community. Local money that stays local – help us support local causes, events, initiatives, and positive local change. Here at Interior Savings, we support and value our employees, and work together to strengthen communities in which they live!
Interior Savings is looking to bring a new Account Manager to work with our Penticton and Oliver Branches in the South Okanagan.
The South Okanagan is known for having the warmest weather conditions in all of Canada with lots of sunshine and a comfortable climate all year round. It’s a great four-season destination offering so much to do in the beautiful outdoors. Not to mention that the region is at the heart of BC’s wine industry.
About this opportunity…
As an Account Manager with Interior Savings, you are a key contributor to the financial success of our company. You actively grow the business and lead initiatives such as campaigns, seminars, and networking with external centers of influence. You are responsible for some branch operations in the absence of Branch Management including but not limited to acting as team lead for other employees, assisting with more complex member issues, ensuring that member service levels are maintained, that branch security is maintained and monitoring opening and closing activities. This position requires strong communication, leadership and mentorship skills, the ability to work well under pressure, the ability to be a strong team player and professionalism.
As a Mutual Fund licensed Account Manager you will have a focus on Investments and through a comprehensive advisory experience, you increase members’ financial confidence by helping them achieve their financial goals. You provide the appropriate advisory service and make the necessary referrals to ensure the members’ needs are met. You are responsible for creating and executing business plans that grow your book of business. You are results oriented and are responsible for meeting and/or exceeding specific individual targets while contributing to the success of Interior Savings as a whole. You are entrepreneurial in spirit and implement retention strategies with value-added activities. You proactively network with a diverse range of members focusing on developing and acquiring those with a high investment complexity as influenced by market locations. You will also perform other duties as assigned.
What we are looking for….
- High School Diploma or better
- Investment Funds in Canada (Mutual Funds) or better
- 4-6 years: Job related experience in a financial sales and service environment
“For more information or to apply for this position please visit our website: www.interiorsavings.com”
We thank all applicants for their interest and will contact short-listed candidates only.