Financial Services Representative (BCGEU) - Branch 44

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

Job summary

Vancity is seeking a Financial Services Representative to build relationships with members and assist with banking transactions. This full-time, permanent role at Cedar Hills Community Branch requires strong communication skills and a commitment to excellent service. The position offers competitive pay and a supportive work environment.

Benefits

Attractive benefit packages

Three to four weeks of vacation allowance

Additional statutory holidays

Care days for personal illness

Qualifications

• Minimum of a High School Diploma or equivalent.
• At least 1 year of customer service experience.

Responsibilities

• Perform member transactions to achieve high-quality service delivery.
• Identify and assess member needs to provide appropriate products and services.
• Apply branch service standards and compliance requirements.

Skills

Problem solving

Tech-savvy

Communication

Education

High School Diploma

Job description

About Vancity

Vancity 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’re 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 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 Cedar Hills Community Branch (Br 44) 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)

**Posting Deadline: Posted until position is filled. **

We offer:

• We are the largest private-sectorLiving Wage Employerin Canada and have been consistently recognized as one of theTop Employers in Canada
• 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 and four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year — as their length of service increases. In addition, full-time, permanent staff can purchase up to six 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.

At Vancity we’re dedicated to being an inclusive, anti-racist organization with a workforce that reflects the diversity of the communities we serve. We 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.

Please note that all shortlisted candidates for this role will be required to complete a background check which includes resume verification, credit check, criminal record check. 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.

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] confidential support.In-person assistance is also available. We will collaborate with you to ensure your needs are met promptly and effectively.