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WHY BUILD YOUR CAREER WITH FCU?

FCU Community Financial is a values-driven, community-owned financial institution that believes business can be a force for good, placing people and the planet at the heart of everything we do. With branches in eight vibrant communities along BC’s south coast, we are guided by our vision of building financially healthy communities and our purpose of empowering through knowledge.

As a cooperative, our members are also our owners, which means we never have to choose between what’s best for our business, our communities, or our members; they are one and the same. This is the cooperative advantage.

We are committed to supporting our employees through career development opportunities, continuous training, and educational support, while also prioritizing employee wellness through mental health initiatives and a comprehensive employee and family assistance program. Employees also enjoy a competitive compensation package and generous benefits program.

Experience:

Mid-level

Salary Range:

$55,000 - $70,000

Position description

Join an organization where passion meets purpose. FCU Community Financial (formerly First Credit Union) invites applications for the role of Personal Account Manager (PAM) based at our Powell River branch.

As the PAM, you are a relationship-focused financial services professional who combines strong business development skills with a genuine passion for helping people achieve their financial goals.

You are confident providing financial advice, building trust with members, and identifying opportunities to deliver personalized financial solutions. Naturally proactive and community-minded, you are equally motivated by personal performance as you are by team success. You are a natural networker, able to build referral opportunities and be actively involved in the communities you serve and bring a consultative and member-focused approach to every interaction, whether you are discussing lending solutions and investments or the everyday banking needs of our members.

 

THE ROLE: WHAT YOU’LL DO

Member Financial Advice & Sales

  • Build relationships and a referral network within the existing member portfolio and be responsible for growing the portfolio within the membership base.
  • Provide personal deposit, investment, and lending advice and services to an existing and growing client base.
  • Receive member referrals and assess member needs by analyzing financial goals, recommending suitable products and services, and completing sales.
  • Offer registered and non-registered products, such as term deposits and third-party mutual funds, as well as all retail lending products.

Portfolio Growth & Relationship Management

  • 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.

Business Development & Community Engagement

  • Generate, implement and develop a referral network in the community and within the portfolio.
  • Identify and pursue the potential for marketing and business development activities with portfolio members.
  • Actively support and promote branch campaigns and events.
  • May be involved in a local community club to promote the Financial Group in the community.

Branch Support & Team Collaboration

  • Assist the branch in achieving its business and growth targets.
  • Assist in educating branch employees about key member referrals and identifying investment needs.

Professional Development

  • Take responsibility for continuous learning to achieve the required knowledge for the position.
Required skills / Experience

SKILLS AND EXPERIENCE: WHAT WE’RE LOOKING FOR

  • Active Mutual Funds License.
  • A minimum of three years’ sales and financial services experience.
  • Education or equivalent experience with Products & Services, Fundamentals of Personal Financial Planning, and Consumer & Residential Mortgage Lending.
  • 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 a service-oriented focus.
  • Ability to work in a fast-paced environment, perform under pressure, and demonstrate a high degree of initiative, resourcefulness and flexibility.
Personal Account Manager
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How to Apply

Please apply online at the link below.

To support employment equity and diversity in the workplace, we welcome applications from all groups, including visible minorities, Indigenous Peoples, persons with disabilities, persons of diverse sexual orientation, gender identity or expression (LGBTQ2S+), and others who may contribute to diversity at FCU Community Financial. We also recognize unique styles, perspectives, and beliefs that support a diverse, respectful, and inclusive work environment.

FCU operates on the traditional territories of the Coast Salish Peoples, specifically the Sḵwx̱wú7mesh Úxwumixw, K’ómoks, Qualicum, Tla’amin, Klahoose, and Homalco First Nations.

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