Financial Services Representative (BCGEU) - Branch 06

Vancity; British Columbia; On-site; CAD 30,000 - 60,000; Full time

Job summary

Join a forward-thinking financial institution as a Financial Services Representative, where you will build meaningful relationships with members while assisting them with their banking transactions. This full-time, permanent role offers an opportunity to demonstrate your exceptional communication and problem-solving skills in a welcoming branch environment. You will leverage your tech-savvy abilities to enhance the member experience, ensuring compliance with established standards while delivering outstanding service. If you thrive in a fast-paced setting and are eager to make a difference, this role is a perfect fit for you.

Qualifications

• Minimum high school diploma required; customer service experience preferred.
• Analytical and tech-savvy with strong communication skills.

Responsibilities

• Perform member transactions while ensuring quality service delivery.
• Identify member needs to provide appropriate products and referrals.

Skills

Analytical Skills

Communication Skills

Problem Solving

Customer Service

Technical Proficiency

Education

High School Diploma

Post-secondary Coursework

Job description

As a Financial Services Representative you will build relationships by learning more about our members while assisting them with their banking transactions. Demonstrating excellent communication and interpersonal skills you will be the trusted advisor for members who value the branch experience.

This is a full-time; permanent role located at Burnaby Heights Community Branch (Br 06) and reports directly to the Assistant Branch Manager.

A typical day would involve:

• Performing member transactions consistent with established standards so that a high level of quality service delivery is achieved.
• Identifying and assessing member/prospect needs to provide appropriate products, services and referrals.
• Applying branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk.
• Fully leverage and utilize the technical systems available so that the service experience for the member is efficient and seamless.

You are:

• A problem solver – You have an analytical mind and can multi-task to come up with solutions.
• Tech-savvy – People often say you’re a quick learner and great with technology & systems.
• A great communicator – You find it easy to get to know others and have great conversations.
• Ready for a challenge – You have a positive attitude and are able to work in a fast-paced changing environment.

You Have:

• A High School Diploma – At a minimum, you have graduated high school and/or equivalent.
• Customer Service Experience – At least 1 year of working experience interacting with people and businesses in a professional capacity.

Bonus Points:

• Post-secondary coursework.

Pay Rate: As this is a union role, the salary will be as per the collective agreement salary grid starting at $23.97 (Grp 2 Step 1).

Posted Until Filled

At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.

We are committed to providing an inclusive and accessible recruitment experience for all candidates. If you require any accommodations at any stage of the recruitment process, please reach out to our Talent Acquisition team at [e-mail] for confidential support. In-person assistance is also available. We will collaborate with you to ensure your needs are met promptly and effectively.