-Account Manager
Interior Savings
Oliver, BC VH T, CAN
2d ago

Description

  • 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.

    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.

    Required

    High School Diploma or better.

    Investment Funds in Canada (Mutual Funds) or better.

    Preferred

    Some college or better.

    Required

    4-6 years : Job related experience in a financial sales and service environment.

    Licenses & Certifications

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