Job Posting Details

Account Manager III - Commercial, VantageOne Credit Union

Location:Vernon, British Columbia
Posting Date:April 5, 2019
Closing Date:until filled
Competition:EX 2019-05
Employment Type:Full-time

We are seeking a full time Commercial Account Manager in our Vernon BC Main Branch location.  This role will be a successor to an existing Commercial Portfolio.

As an Account Manager III – Commercial you will require a comprehensive highly developed skill, knowledge and experience in Commercial lending, investment portfolio management and growth, along with highly developed knowledge and skill of sales techniques and principles and business development skills to effectively promote VantageOne commercial lending and investment products and services.

This position works under broad managerial direction with little functional guidance, managing a complex portfolio of companies including real estate.  The role acts at the employee level, as the commercial specialist for the Credit Union, building and maintaining all aspects of member relationships required to meet financial objectives related to profitable growth and risk management of assigned portfolio with a focus on building new and enhancing existing member relationships.  This position also acts as a Work Leader to the more junior Commercial Services area staff. 

The successful candidate will require an extensive knowledge of all Commercial Real Estate lending, the ability to network with the local market to develop business.  An advanced skill and knowledge of commercial credit, deposit, investment, cash management and commercial market risk management is required to meet the complex needs of the business members and the corresponding portfolio.

Education and Experience:

  • Bachelor’s Degree or a diploma or equivalent, course preferred include professional accounting, finance and/or administration designations in addition to CUIC Commercial Lending, CUIC Consumer Loan and Mortgage or related industry recognized courses and certifications.  IFIC, CSC, CFP is considered an asset
  • Minimum 7-9 years experience in a commercial lending environment.

Who We Are:
We are a credit union dedicated to the financial well-being of our members, clients, employees and communities. Part of what sets VantageOne apart from others is that while we offer traditional banking and borrowing solutions, we have also strategically diversified our services to meet our members' expanding financial needs by offering Financial Ability with a Human Touch.  Our history as a credit union reaches all the way back to 1944 when we opened our first branch in Vernon. Since that time, we’re proud to have become a vital part of the local business economy. From the very start, we have seen ourselves as a local business, owned by our members and operated by people who live here and are deeply invested in our communities.

Compensation includes a solid training program committed to your individual career development. 
We welcome applications from all interested; however, only those selected for an interview will be contacted.