Financial Services Associate 1
2 months ago
Financial Services Associate 1
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 mid-sized Credit Union in British Columbia, with $7 billion in assets under administration and 390 employees. 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: Part Time
Schedule: Monday and Saturday
Job Category: Client Service and Sales
Location: Kerrisdale Branch, Vancouver
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 $ $25.64/hour, plus variable reward bonus.
What BlueShore Financial can provide you:
- Comprehensive Total Rewards Program including bonuses, pension, flexible benefits, and employee assistance program
- Opportunity to work in a world-class, award-winning organization
- Banking benefits including chequing and savings accounts, and employee foreign exchange rates
- Unique lifestyle benefits including a transit subsidy, personal health expense reimbursement (Keeping Well Benefits) and Perkopolis discount portal
- Gender-neutral washrooms
- Opportunities to be involved including social, inclusion, health and fundraising committees (ShoreConnect, Cultural Ambassadors, Health & Safety or BC Children's Hospital)
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
- Demonstrate digital excellence
- Be accountable for the risk responsibilities in your area
Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.
From the moment you walk into one of our Financial SpasTM, you'll know you've arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you've experienced. We embrace the West Coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. We've been entered into Waterstone Human Capital's "Hall of Fame" as one of "Canada's Most Admired Corporate Cultures".
BlueShore Financial is strongly committed to fostering diversity within our community. We welcome those who would contribute to the further diversification of our organization, but not limited to, women, visible minorities, Indigenous people, persons with disabilities and persons of any sexual orientation or gender identity. If you require accommodation during the recruitment process, please let us know and we will work with you to meet your needs.
We respectfully acknowledge that our services are provided on the unceded territories of the Lil'wat7ul (LíỈwat), xwməθkwəỷəm (Musqueam), Sḵwx̱wú7mesh (Squamish) and SəỈílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.
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