Financial Service Representative (casual)

Portland Hotel Society; Vancouver; On-site; CAD 30,000 - 60,000; Part time

Job summary

A community service organization in Vancouver is looking for a Casual Financial Service Representative to provide member service and facilitate financial literacy for marginalized residents. Responsibilities include handling transactions, assessing member needs, and complying with branch standards. Ideal candidates have experience in financial institutions and sensitivity to diverse backgrounds. The position offers $27.92/hour with a focus on community and inclusiveness.

Qualifications

• Previous experience balancing cash and cheques at a financial institution or retail establishment an asset.
• Must demonstrate knowledge and sensitivity to financial literacy issues of marginalized populations.
• Current CPR, First Aid, and Narcan overdose management training is a must.

Responsibilities

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

Job description

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PHS Community Services Society is hiring a Casual Financial Service Representative (FSR) to work at our innovative credit union Pigeon Park Savings.

The FSR provides member service in the form of correct transactions and by providing members with information about the financial services Pigeon Park Savings provides. FSRs understand their role to provide a positive experience to all members. This position is a member of CUPE Local 5536 and reports to the PPS branch manager.

The Pigeon Park Savings Credit Union provides financial services to marginalized low-income residents in Vancouver’s Downtown Eastside. It aims to overcome financial exclusion by facilitating access to personal banking services at minimal cost, circumventing the need for community residents to rely on fringe banking services.

Pigeon Park Savings provides residents with support to address barriers to accessing financial services and engages residents in financial literacy education.

Why work here?

PHS is recognized as North American leaders in low-barrier housing and harm reduction services. We are innovators, highly regarded across the sector, looking for people to join experienced, supportive multi-disciplinary teams.

You will be a valued member of the team, working with colleagues who respect your input.

Responsibilities

Job duties include (but are not limited to) :

• Perform member transactions consistent with established standards so that a high level of quality service delivery is achieved.
• Identify and assess member needs to provide appropriate products and services.
• Apply branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk.
• Process checking and savings deposits : verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit.
• Verify deposited checks and determine proper funds availability based on regulation requirements and complete Hold Notices.
• Process savings withdrawals.
• Cash checks : verify endorsement, receive proper identification, and ensure validity.
• Provide information in regard to interest rates, service charges and account histories while complying with disclosure requirements, regulations and privacy policies.
• Count and roll loose coins.
• Issue personal money orders and cashier’s checks.
• Process cash advances.
• Balance daily, including periodic batching of cashed checks.

Education and experience

Previous experience balancing cash and cheques at a financial institution or retail establishment an asset.

Direct working experience in the DTES population and diverse experience in housing, clinical and co-managed projects.

Must demonstrate knowledge and sensitivity of issues in financial literacy of marginalized populations.

Must be exceptionally detail minded in order to perform member transactions consistent with established standards so that a high quality of service delivery is achieved.

Required to interact, usually by telephone, with Vancity employees, other financial institutions, other agencies and the general public. Proper telephone etiquette essential.

Basic knowledge of financial procedures and Vancity services and products an asset.

Must be bondable.

Ability to work in a team environment.

Excellent conflict de-escalation skills that consider a variety of factors including racial triggers, mental health and addiction issues.

Familiarity with a variety of drug overdose symptoms and appropriate protocols and procedures.

Current CPR, First Aid and Narcan overdose management training is a must.

Knowledge of the continuum of care and broader relevant services in the community and beyond.

Applies superior judgment : Solutions-focused individual with strong research abilities and excellent problem-solving skills :

Excellent organizational & multi-tasking skills in a chaotic and high-pressure environment

Terms of employment

Job Type : Casual.

Union : CUPE 5536

Classification : Support Worker 1

Collective Agreement : Community Subsector Association (CBA)

Salary : $27.92 per hour

Successful applicants will be required to complete a criminal records check.

PHS strives to create an inclusive and welcoming workplace that reflects the community we serve. We seek a diversity of skills, knowledge, backgrounds, and professional and lived experience in our staff. We particularly encourage applications from Indigenous individuals.

How to apply

Send your resume to [e-mail] today! Please include a cover letter identifying the position title you are applying for, and the qualities and competencies that would make you a suitable candidate.

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