Financial Services Representative (BCGEU) - Branch 27 (Floater)

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

Job summary

Join a forward-thinking credit union dedicated to social justice and inclusion! As a Financial Services Representative, you'll build relationships with members, assist with banking transactions, and be their trusted advisor. This full-time position offers a dynamic work environment, competitive pay, and a comprehensive benefits package. With a commitment to diversity and community impact, you'll be part of a team that values your contributions and supports your growth. If you're ready to make a difference and thrive in a supportive workplace, apply today!

Benefits

Customizable Benefit Packages

Three to Four Weeks Vacation

Additional Statutory Holidays

Defined Benefits Pension Plan

Flex Credits for Health Care

Qualifications

• Minimum of a high school diploma or equivalent required.
• At least 1 year of customer service experience in a professional setting.

Responsibilities

• Assist members with banking transactions and provide excellent service.
• Identify member needs and recommend appropriate products and services.
• Ensure compliance with branch service standards and policies.

Skills

Customer Service

Communication Skills

Problem Solving

Technical Proficiency

Education

High School Diploma

Post-secondary Coursework

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 (Floater) 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 for Two Full -time, Permanent Floater roles. This Position is based at Newton Community Branch (Branch 27) and will be assigned to support work at branches 26km within the geographical regionas required. This position reports directly to Assistant Branch Manager.

The Team:

• The Financial Services Representative reports directly into theAssistant 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 *

A career at Vancity is more than just a job, you’re joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

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 to four weeks of vacation allowance per calendar year, and the number of vacation days grows
• 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.
• We have flex credits for our health care & dental benefits offer three levels of 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 benefits pension plan that pays you a retirement income for life.

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.