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WorkBC Powell River Job Posting

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Personal Account Manager for First Credit Union


How To Apply

Position:Personal Account Manager
Employer:First Credit Union
Closing Date:2021-Oct-26
Salary or Wage:$23.90 - $28.04 per hour plus commission
Full or Part Time:Full Time
Location:Powell River, BC
Start Date:ASAP
Contact:Kelsey Wood, HR Specialist


- Minimum 3 years sales and financial services experience
- Active Mutual Funds License
- Working toward Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation
- Thorough knowledge of account, lending, and deposit products and services, and related policies, procedures and documentation requirements
- Accountability for both personal and branch-assigned growth, goals and targets
- Strong computer skills with proficiency in MS Office.
- Ability to communicate effectively, both orally and in writing
- Ability to multi-task and problem solve, with strong organizational skills and emphasis on time management and prioritization
- Strong interpersonal skills with service-oriented focus
- Ability to work in a fast-paced environment, and perform under pressure

Duties and Responsibilities

- Provide personal deposit, investment, lending and financial advice and services to an existing and growing member base
- Meet portfolio growth targets by following up with members to ensure satisfaction and uncover additional needs; plan and implement prospecting activities for growth opportunities within the portfolio and membership
- Assist the branch in achieving its growth targets as well as assist in educating branch employees about key member referrals and identifying investment needs
- Take responsibility for continuous learning to achieve the required knowledge for the position

WorkBC Powell River posts this position as a free service for the community. WorkBC Powell River does not screen employers or applicants, and assumes no responsibility or liability for the job posting. Any arrangements are between the job seeker and the employer.