Sr Financial Services Representative (bcgeu) Br 9

Vancouver, BC, Canada

Job Description


Description :About VancityVancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.Vancity is the largest private sector Living Wage Employer in Canada and has been consistently recognized as one of the Top Employers in Canada. If you\xe2\x80\x99re interested in joining their team of 2,700 diverse individuals and accessing competitive rewards and benefits, all while knowing you are part of a greater movement, then apply today!As a Senior Financial Service Representative, you will leverage your communication skills as you effectively manage complex situations, problem solve and provide personalized advice. Member\'s complex inquiries will be satisfied in a timely manner and within established service standards. Financial Services Representatives will grow through your transfer of knowledge and expertise to assure member\xe2\x80\x99s needs are met, thus helping Vancity redefine wealth consistent with branch objectives. You will also bring a strong knowledge of Vancity\'s policies, procedures, systems and software.This a Permanent, Full-Time role located at Main Street Community Branch (Br 9) and reports directly to the Assistant Branch Manager.A typical day would involve:

  • Perform member transactions consistent with established standards so that a high level of quality service delivery is achieved.
  • Identify and assess member/prospect needs to provide appropriate products, services and referrals.
  • Provide ongoing technical support to the service team (new and tenured) so that member experience standards are achieved.
  • Apply branch service standards and support adherence to policies and procedures.
  • Apply and support adherence to controls to meet compliance and security requirements and mitigate risk.
You are:
  • A problem solver \xe2\x80\x93 You have an analytical mind and can multi-task to come up with solutions
  • Tech-savvy \xe2\x80\x93 People often say you\xe2\x80\x99re a quick learner and great with technology & systems and can provide technical guidance to others
  • A great communicator \xe2\x80\x93 You find it easy to get to know others and have great conversations
  • Ready for a challenge \xe2\x80\x93 You have a positive attitude and can work in a fast-paced changing environment
  • A natural leader \xe2\x80\x93 People often come and seek best advice from you and you enjoy giving feedback to others
  • Knowledgeable \xe2\x80\x93 you have advanced knowledge of the relevant Vancity policies, procedures, products and services.
You have:
  • A High School Diploma \xe2\x80\x93 At a minimum, you have graduated high school and/or equivalent
  • Customer Service Experience \xe2\x80\x93 At least 1 year of working experience interacting with people and businesses in a professional capacity
Bonus Points:
  • Cross training or past work experience in a leadership capacity
  • Call center and branch experience
  • Post Secondary Education/Diploma (Related Discipline)
Salary: As this is a union role, the salary will be as per the collective agreement salary grid starting at $30.25 (Grp 4 Step 1)Posting Deadline: Please apply by 4:00 PM, August 23 2024We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don\'t perfectly align with those listed.We offer:
  • We are the largest private-sector
in Canada and have been consistently recognized as one of the . * Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs.
  • New employees receive between three to four weeks of vacation allowance per calendar year, and the number of vacation days grows \xe2\x80\x94 to a maximum of six weeks per year \xe2\x80\x94 as their length of service increases. In addition, full-time, permanent staff may be able to purchase extra days of vacation through our flexible benefits package.
  • In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.
  • Our health care & dental benefits offer three levels of health care and dental coverage for you to select from. These benefits will also be effective immediately based on your hire date.
  • We understand that retirement means different things to different people and at Vancity we will offer you a Defined pension plan that pays you a retirement income for life.
Please note that all shortlisted candidates for this role will be required to complete a background check which includes employment verification, credit check, and a criminal record check. Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your needs.

Vancity

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Job Detail

  • Job Id
    JD2334179
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Vancouver, BC, Canada
  • Education
    Not mentioned