Financial Client Services Associate

1 month ago

Whistler, Canada Blueshore Financial Full time
h3>Financial Services Associate 1 - Whistler Branch

Job Category: Retail Branch (SPP)

Requisition Number: FINAN002814

Posted: November 5, 2024

Employee Type: Full Time

Schedule: Monday - Friday or Tuesday - Saturday (flexibility required)

Location

Whistler Branch
101 - 4321 Village Gate Boulevard
Whistler, BC V8E 1H3, CAN

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. 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.

Key Responsibilities
  • 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.
  • 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).
Pay Transparency

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

What BlueShore Financial Can Provide You
  • 3 weeks of paid vacation to start, plus paid health days
  • $3000 per year location differential for Whistler/Pemberton branches
  • 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
  • Be accountable for the risk responsibilities in your area

Be Richly Valued.

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