Job Posting Details

Small Business Account Manager, Interior Savings Credit Union

Location:Kelowna, British Columbia
Posting Date:May 31, 2018
Closing Date:until filled
Employment Type:Full-time

At Interior Savings, it’s our job to be there with the right financial support to help our members succeed. That’s local money for local good.

It’s also our job to give back in our communities. As a member of the Interior Savings team, you have the opportunity to support your local economy, local causes, local events and initiatives, and to help create positive change

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Small Business Account Manager for our Commercial Services Department Kelowna area. As a Small Business 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.

Through a comprehensive experience, you increase members' financial confidence by helping them achieve their financial goals. You provide the appropriate advice in the areas of business and personal credit, cash management services, investments, financial and estate planning 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 the specific individual portfolio growth 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 and focus on developing and acquiring those with a high investment complexity as influenced by market locations. You are a leader who supports and coaches other team members to achieve portfolio growth opportunities and perform other duties as assigned.


  • Business degree or diploma from a formal post-secondary institution or an equivalent of education and experience

  • Have or be willing to work towards the Investment Funds Course


  • 4-6 years of job-related experience in a financial sales & service environment –

  • Prefer to having working knowledge of writing and adjudication of small business credit

    “For more information or to apply for this position please visit our website:”

    We thank all applicants for their interest and will contact short-listed candidates only.