Job Posting Details

Account Manager - Retail, VantageOne Credit Union

Location:Armstrong, British Columbia
Posting Date:March 27, 2018
Closing Date:until filled
Web Site:www.vantageone.net
Competition:EX 2018-08
Employment Type:Full-time

We have an exciting opportunity for an experienced Retail Account Manager to join our Armstrong team.

In this role you will be responsible for conducting interviews with members and potential members, identifying needs, providing lending and investment services in a professional manner.  This position is Tuesday to Saturday and reports in to our Sales and Service Manager.  Some travel within the area may be required.

As an Account Manager III - Retail your responsibilities include, but are not limited to:

    • Proactively engaging with members and prospective members uncovering financial needs

    • Developing new business opportunities and meeting sales and referral goals

    • Analyzing and adjudicating lending applications and corresponding documents, ensuring compliance to applicable policies, guidelines, regulations and legislation. 

    • Cross selling the full range of VantageOne Credit Union products and services, referring members to the VantageOne group of subsidiary companies. 

    • Resolving member concerns

As the ideal candidate, you will have a Bachelor’s Degree or a diploma requiring 3 – 4 years of full-time study or equivalent, courses preferred include professional accounting, finance and/or administration designations.  In addition must have completed the CUIC 210 residential loan and mortgage lending and 1-3 years’ lending experience.

You will also possess:

  • A working knowledge of various computer software programs

  • A thorough understanding of all legal and legislative requirements associated with retail lending

  • A proven track record of providing excellent member service through interview and communication skills

  • A demonstrated commitment to  self-improvement

VantageOne Credit Union offers a solid training program committed to your individual career development.  For full job description, application process and more about VantageOne please visit our website.