Branch Business Account Manager - Sen̓áḵw Village (Vancouver)

Branch Business Account Manager – Sen w Village

As a Branch Business Account Manager (BBAM) you will deliver relationship-based financial advice to personal and business members through in-person, phone, and virtual interactions. You’ll manage a broad portfolio of complex banking needs including personal lending, residential mortgages, and business banking solutions while proactively identifying opportunities for growth through campaigns, referrals, and bundled solutions.

Responsibilities

• Build and deepen trusted relationships with members through proactive, needs-based conversations.
• Manage complex personal and business banking transactions including lending, deposits, and mortgages.
• Analyze member cash flow to identify immediate, secondary, and long-term financial needs.
• Document tailored advice in CRM as part of an ongoing relationship and advice continuum.
• Proactively contact members to support growth across mu...