Member Experience Officer

4 months ago


Victoria, Canada Vancouver City Savings Credit Union Full time

**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.

The Member Experience Officer (MEO) will be fluent in digital tools, and guide members to deepen their awareness and ability to use Vancity’s digital services, and to promote adoption of these alternate channels. The MEO is fully functional in the traditional FSR sense and is also capable of administering some Account Manager functions. The MEO will conduct basic member interviews to understand debts, expenses, and income streams, along with early financial planning advice. Addressing the gap in our operating model for channel fluidity and flexibility of our queue-serving staff, the MEO will toggle between in-branch line-up, MSC/telephone queues and member walk-ins/appointments to administer duties as outlined above.

This is a** Full-time, Permanent **opportunity located at **Branch 42 - Victoria Community Branch **and reports directly to the Assistant Branch Manager.

**A typical day would involve**:

- Perform member transactions in-branch and through call center channels, leveraging multiple systems, accurately and efficiently to provide a positive member experience.
- Effectively prioritize what channel members across the organization most need to be served in (keeping service standard more even between calls, in-person line-up and financial advice appointments).
- Onboard members to digital services/channels. Perform demonstrations of digital account opening and related product opening and accessing.
- Gather complete member information to both improve organizational data quality and improve our ability to communicate with and market to members digitally.
- Conduct basic Account Manager activities such as cashflow interviews, PAP and payroll set-ups, account openings, registered account set-ups, and onboarding credit.
- Uncover opportunities to refer to, and become excellent promoters of, other lines of business, they must therefore be the organization’s strongest loggers of member insights in CRM and referrals to other roles across lines of business.
- Be constantly cycling the members through our business development framework offering the next-best-product and next-best-service for the member’s current situation and circumstances.

***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
- **Resourceful**- You understand and utilize the network of resources available to you and can independently formulate appropriate solutions for your members
- **A strong relationship builder**- You find it easy to get to know others and build trust

***You have**:

- High School Diploma - General
- Post Secondary Education/Diploma preferred
- Experience in Financial Services Representative role is preferred, any service sector experience beneficial
- Skills: Cash Handling, Customer Service, Relationship Building, Digitally Capable

**Salary**: As this is a union role, the salary will be as per the collective agreement salary grid starting at $24.91 (Grp 3 Step 1)

**Posting Deadline: Tuesday, September 3 at 4:00pm**

**We offer**:

- We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top 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 — to a maximum of six weeks per year — as their length of service increases. In addition, full-time, permanent staff may be able to purchase extra days of vacation through our flexible benefits package.
- 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, plus opportunities to take unpaid leave for a variety of reasons.
- Our health care & dental benefits offer three levels of health care and dental 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 Defi



  • Victoria, Canada Experience Victoria Full time

    **About us** We are professional, agile, and professional. Our work environment includes: - Modern office setting - Food provided - Safe work environment - Work-from-home days **Duties**: - Develop and implement strategic sales and marketing plans to achieve company goals - Manage social media/website accounts, and hotel conceirge program. - Identify...


  • Victoria, Canada Experience Victoria Full time

    **Operations Manager - Experience Victoria & Regent Transportation** **Who we are** Experience Victoria (EXP) is Victoria’s largest tour operator, primarily running shore excursions for cruise ship passengers who visit Victoria. With the acquisition of Victoria’s premier limousine service, Regent Limousine (Regent Transportation), we are launching a...


  • Victoria, Canada SABI MIND INC Full time

    Salary: DOE **Join Our Team** **About SABI Mind** SABI Mind represents a collective recognition of the global mental health crisis and the promise of new healing. We are an entrenched, practitioner-led organization supporting those discouraged by conventional methods or seeking new ways of healing with safe, evidence-based and accessible...


  • Victoria, Canada SABI MIND INC Full time

    Salary: $20 - $30 per hour **Join Our Team** **About SABI Mind** SABI Mind represents a collective recognition of the global mental health crisis and the promise of new healing. We are an entrenched, practitioner-led organization supporting those discouraged by conventional methods or seeking new ways of healing with safe, evidence-based and accessible...

  • Member Advisor

    2 months ago


    Victoria, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Member Advisor to join our Mayfair team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set...


  • Victoria, Canada Island Health Full time

    **Job Description**: In accordance with the Vision, Purpose, and Values, and strategic direction of Island Health (Vancouver Island Health Authority), patient and staff safety is a priority and a responsibility shared by everyone; as such, the requirement to continuously improve quality and safety is inherent in all aspects of this position. Using...

  • Manager, Experience

    4 weeks ago


    Victoria, Canada Island Health Full time

    **Job Description**: In accordance with the Vision, Purpose, and Values, and strategic direction of the Vancouver Island Health Authority (Island Health) patient and staff safety is a priority and a responsibility shared by everyone; as such, the requirement to continuously improve quality and safety is inherent in all aspects of this position. Reporting to...


  • Victoria, Canada Studentcare Full time

    **Start Date: November 2024** **Requirements**: - A minimum of 2 year experience working in customer service - Experience in Word and other Office suite software - Ability to adapt quickly and be comfortable with change - Ability to manage various situations in a positive and professional manner - Flexible work schedule **Tasks** - Process requests from...

  • Office Administrator

    6 months ago


    Victoria, Canada Zapco Welding and Fabricating Ltd. Full time

    We are a Welding and Fabricating company looking to hire an office administrator for general office related tasks. **Responsibilities**: - Manage and maintain office supplies and inventory - Assist with financial tasks, such as invoicing, and expense tracking. - Coordinate meetings, appointments, and travel arrangements for staff members - Greet visitors...

  • Office Clerk

    1 month ago


    Victoria, Canada Toronto Pearson Airport Taxi & Limo Full time

    **Overview** **Responsibilities** - Perform clerical duties such as filing, scanning, and organizing documents. - Manage front desk operations including greeting visitors and answering phone calls with professionalism and courtesy. - Conduct data entry tasks accurately and efficiently, ensuring all information is up-to-date. - Assist in proofreading...

  • Office Coordinator

    6 months ago


    Victoria, Canada On Point Project Engineers Full time

    Job Title: Office Coordinator Company: On Point Project Engineers Ltd. Location: Greater Victoria (Langford) **The Company** On Point Project Engineers is a leading consulting engineering firm in Greater Victoria. We are civil engineers specializing in municipal, transportation and land use engineering. Our team is hard working, passionate about our work...

  • Front Office Manager

    6 months ago


    Victoria, Canada Quality inn, Downtown Victoria Full time

    Quality Inn Downtown is looking for positive and energetic individuals to join the Front Desk team in the role of Front Office Manger. Exceptional administrative and customer service skills required for this role. Reporting to the General Manager, the Front Office Manager ensures an efficient operation of the front desk and that a high quality of service is...

  • Office Administrator

    6 months ago


    Victoria, Canada Tigger's Playschool and Preschool Full time

    Job Summary: We are seeking a highly organized and detail-oriented Office Administrator to join our team. The Office Administrator will be responsible for managing various administrative tasks and ensuring the smooth operation of our office. This position requires excellent organizational skills, strong attention to detail, and the ability to work...

  • Administrative Officer

    6 months ago


    Victoria, Canada Edison College Canada Full time

    Job Title: Administrative Officer Edison College Canada is a Designated Private Career College. Established in 1973, formerly known as Victoria College of Art. As we head into our 50th year of operations, and given the unforeseen and challenging situations we have encountered in the recent years, the need of the hour required us to step up and assist our...


  • Victoria, Canada Cineplex Full time

    Work location: SC Victoria City: Victoria What you will do: Cast Member Cineplex’s Cast Members are an integral part of the team who provide an exceptional entertainment experience to each and every guest. Cast Members have a range of responsibilities, each of which help the theatre’s daily functions and can include duties in concessions, on the floor...


  • Victoria, Canada University of Victoria Students' Society Full time

    This is a temporary, part-time, excluded position, with the employee hired to work a **maximum of 150 hours per electoral event**. **Key Responsibilities**: 1. Plan and resource all aspects UVSS Electoral Events. 2. Enforce UVSS Electoral Policy. 3. Make regular reports to the UVSS Electoral Committee. 4. Execute a staffing plan to carry out the...

  • Office Coordinator

    3 months ago


    Victoria, Canada BC Home Builders Corp. Full time

    **Job description** **Office Coordinator - Residential Construction** B.C. Home Builders is recruiting an experienced Office Coordinator for residential construction. Our goal is to create a team environment that everyone can prosper from. Promoting a good work ethic and being a responsible employer that takes care of its employees is just the beginning...

  • Front Office Associate

    6 months ago


    Victoria, Canada The Union Club of British Columbia Full time

    **Front Office Associate** **About The Union Club of British Columbia**: Founded in 1879, the Union Club of British Columbia is a landmark institution in the heart of downtown Victoria. With a neo-Georgian design inspired by the classic clubs of London, this heritage building has always offered premier service, amenities, companionship, and exceptional...

  • Front Office Associate

    7 months ago


    Victoria, Canada The Union Club of British Columbia Full time

    **Front Office Associate** **About The Union Club of British Columbia**: Founded in 1879, the Union Club of British Columbia is a landmark institution in the heart of downtown Victoria. With a neo-Georgian design inspired by the classic clubs of London, this heritage building has always offered premier service, amenities, companionship, and exceptional...

  • Member Advisor

    2 months ago


    Victoria, Canada Envision Financial Full time

    We are currently seeking a Member Advisor to join our Mayfair team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels...