Financial Services Associate 1 - Edgemont Branch

BlueShore Financial; North Vancouver; On-site; CAD 45,000 - 50,000; Part time

Job summary

BlueShore Financial is seeking a part-time Client Service and Sales representative to handle front-line banking tasks and build lasting client relationships. The role involves processing transactions, identifying financial needs, and upholding compliance protocols while ensuring a premium level of service. Ideal candidates will have prior customer service experience and be proactive in their approach.

Qualifications

• 1-2 years of customer service and cash experience.
• Sales experience preferred.

Responsibilities

• Process various client transactions like cash deposits and withdrawals.
• Proactively identify client financial needs.
• Sell BlueShore products and services enthusiastically.

Skills

Customer Service

Sales

Problem Solving

Communication

Education

Some post-secondary education

Job description

Job Category: Retail Branch (SPP)

Requisition Number: FINAN002874

Apply now

• Posted : May 29, 2025
• Part-Time
• On-site

Locations

Showing 1 location

Description

This is the position where most banking professionals start their career. This front-line service and sales role will build the foundation for a long career in banking. Traditionally called a "teller", this role has evolved to include an elevated level of knowledge than previously required. Times have changed and so has the role. If you see yourself working in banking for the long run, this is where to start.

BlueShore Financial is a division of Beem Credit Union. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.

Employee Type: Full Time

Schedule: Monday - Saturday (flexibility is required)

Job Category: Client Service and Sales

Key responsibilities of this role are:

• Process transactional needs of clients including cash transactions, deposits, withdrawals, loan/bill payments, cheque cashing/ordering, foreign currency, fund transfers, drafts, official cheques, and personal information updates on accounts.
• Initiate conversations with clients to proactively identify their financial needs.
• Enthusiastically sell BlueShore Financial products and services or refer clients with more complex requirements to specialized branch staff.
• Apply and uphold branch policies, procedures and controls to meet compliance requirements and protect our branch and client's assets.

Qualifications and Experience

• 1-2 years of customer service and cash experience (sales experience preferred).
• Some post-secondary education preferred.

Pay Transparency

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

This role is on a salary step program that provides timely recognition of skill development at important intervals. Salaries on this program are reviewed quarterly to reflect progress made. The range for this role is $45,700 - $50,000/year. This role also receives a location differential a s a contribution toward the higher cost of living in this region.

What BlueShore Financial needs from you:

• Recognize the strength that diversity, equity and inclusion brings
• Forge relationships with colleagues for strong collaboration
• Provide a premium level of service to all clients, internal and external
• Communicate effectively and professionally
• Exhibit a growth mind-set
• Strive for continuous learning
• Be a proactive thinker and problem solver
• Be accountable for the risk responsibilities in your area

Ready to apply?

We encourage all qualified candidates to apply. Before applying, please ensure that your manager endorses your application.

The position will remain visible and available on UKG until closed. If you're interested in applying after the closing date, you are still welcome to submit your application. Please note, however, that acceptance of late applications will be reviewed and consideration may depend on current stage of the recruitment process.

If you have any questions, don't hesitate to reach out to the People & Culture team. We're here to support your career growth!

We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates.

Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.