Managerial & Consulting Okanagan
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Managerial & Consulting Okanagan

An Opportunity is

An Opportunity is here for you. Full Time Small Business Account Manager Penticton &amp South Okanagan Area 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 in our new Penticton branch. As a Small Business 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 experience, you increase members' financial confidence by helping them achieve their financial goals. You provide the appropriate advice in the areas of business and personal credit, cash management services, investments, financial and estate planning 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 and focus on developing and acquiring those with a high investment complexity as influenced by market locations. For more information or to apply please visit our website: www.interiorsavings.com We thank all applicants for their interest and will contact short-listed candidates only. (1106080h)

Ad #
37460619
Posted
April 20, 2021
Expiry
May 20, 2021
Status
EXPIRED
Details
New, Commercial Seller
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