Job Posting Details

Account Manager, Interior Savings Credit Union

Location:Kamloops, British Columbia
Posting Date:May 29, 2019
Closing Date:until filled
Web Site:www.interiorsavings.com
Employment Type:Full-time

At Interior Savings, it’s our job to be there with the right financial support to help our members succeed. That’s local money for local good!

It’s also our job to give back in our communities. As a member of the Interior Savings team, you have the opportunity to support your local economy, local causes, local events and initiatives, and to help create positive change.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

Full Time Account Manager in Kamloops

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. 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 the specific individual portfolio growth 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 and perform other duties as assigned. 

Education

  • High School diploma plus (1) year of formal post-secondary education or an equivalent combination of education and experience

  • Must possess a Mutual Funds License

Experience/Knowledge

  • 4-6 years of job related experience in a financial sales and service environment

“For more information or to apply for this position please visit our website: www.interiorsavings.com” and submit your online application.

We thank all applicants for their interest and will contact short-listed candidates only.