Universal Concierge Advisor, Dalhousie Branch
6 months ago
**About connectFirst Credit Union**
**As a credit union, we're different than a bank - and we like it that way.**
At connectFirst, we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking that’s true to our co-operative principles. You’re our member, not a number. We’re your neighbours and your partner. Over 80 years ago we started from humble beginnings. Through the years, we’ve grown to become one of Alberta’s leading financial institutions through a desire to connect the dots between your dreams, your goals, your community, and your financial wellness and we echo these desires through our new, consolidated connectFirst brand.
We believe that banking is about more than money - it’s a cornerstone of every vibrant community and that our members should expect us to positively impact the financial success and viability of the communities that we call home. We invest meaningfully in the potential and well-being of our employees, and what matters most to our members. We have honest conversations about real things, as real people. Our members are owners, they have a say in how we operate, they earn dividends on common shares and investment shares, and they have access to an extensive array of financial products and services.
- **Our mission**: Make money make a difference.
- **Our vision**: Do what's right for every member.
- **Our values**: Think big, act local, take charge, and make it easy.
**We’re committed to providing remarkable experiences to our members, our communities, and our employees, and we’re proud to be regarded as one of the best**:
- Named among Canada’s Most Admired Corporate Cultures by Waterstone Human Capital
- Recipient of Canada’s Best Managed Companies award for 21 consecutive years
- $12.3 billion book of business (Deposits=45%, Loans=43%, Wealth Management=10%, Syndicated Loans=2%)
- 750 employees
- $585 million in Member's equity
**Key Accountabilities**:
- Provides exceptional member service that builds trust through responsive service and support to deliver what is right for every member, while balancing the interests of the credit union.
- Processes a variety of cash and non-cash member service transactions including deposits, withdrawals, payments, account updates, balances, money orders, credit card advances, calculations of foreign and domestic exchanges, cheque cashing, electronic funds transfers, and account closures.
- Builds trust with members, resolves routine problems with member accounts and refers complex questions to the appropriate internal personnel.
- Applies policies and procedures in daily activities to meet safety, legal and privacy requirements.
- Accountable for area security and internal security audits.
- Educates and demonstrates to members how to use other service delivery channels such as digital and self-serve with the goal of making it easy.
- Provides support to other branch team members such as making outgoing calls to members, composing routine member correspondence and reports, completing compliance and/or audit activities, completing end-to-end processes related to ATM and night deposits, reconciling branch reports (dependent on branch location), etc.
- Assists with opening/closing duties such as balancing of branch daily transmittals, reconciling ATM and night deposit contents, and provides support in administering branch cash services with the associated risk management and control policies.
- Acts as joint custodian on specified combinations; rents, controls, and provides access to safety deposit boxes; maintains related records.
- Maintains up-to-date knowledge of all credit union products and services in order to foster business development through service excellence and product knowledge.
- Promotes and participates in branch campaigns and initiatives.
- Acts as the accessible middle ground between the convenience and flexibility of supporting transactions through automation and providing additional personal advisory member service.
- Conducts interviews with members and provides information on the full range of loan, investment, and deposit products and services to meet their needs and further relationships. including making referrals to Wealth Management, IB & Ag, and Corporate &Commercial Banking, by analyzing member needs and recommending products or services.
**Experience and/or Educational Requirements**:
- 3 - 4 years experience in a customer service or administrative role.
- 1 - 2 years experience in retail banking with a demonstrated strong ability to build member relationships.
- Knowledge of deposit products, including deposit accounts, term deposits, registered accounts, etc.
- Basic investment experience considered an asset.
- Demonstrated achievement of sales and referral targets.
- Proven informal leadership experience.
- Grade 12 diploma or equivalent.
- Completion of courses such as CUIC courses, Credit Union Service Representative Acc
-
Concierge
1 month ago
Calgary, Canada Universal Ford Lincoln Full time**Join Our Team: Lincoln Concierge and Luxury Ambassador needed!** **Elevate the art of luxury service with Us!** Are you passionate about luxury experiences and dedicated to exceptional service? We’re seeking a Lincoln Concierge and Luxury Ambassador to join our team and provide an unparalleled experience to our high-profile clientele. At Universal...
-
Security Guard
7 days ago
Calgary, Canada Allied Universal® Full timeSecurity Guard - Concierge **Overview**: We are North America's leading security and facility services provider with approximately 300,000 service personnel. At Allied Universal(R), we pride ourselves on fostering a promote from within culture. There are countless examples of individuals who began their career as Security Professionals and today hold...
-
Financial Experience Advisor, Dalhousie Branch
3 months ago
Calgary, Canada Connect First Credit Union Full time**About connectFirst Credit Union** **As a credit union, we're different than a bank - and we like it that way.** At connectFirst, we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking that’s true to our co-operative principles. You’re our member, not a number. We’re your neighbours...
-
Automotive Service Advisor
6 months ago
Calgary, Canada Universal Ford Lincoln Full timeUniversal Ford Lincoln is looking to add aqualified and experienced **SERVICE ADVISOR** to our team. Universal Ford’s primary vision is to expand our team, customer base and continue the growth and success we have worked to achieve over the last couple years. With the promotions and growth we have had, we are at a point where we need to expand our team...
-
Automotive Service Advisor
3 months ago
Calgary, Canada Universal Ford Lincoln Full timeUniversal Ford Lincoln is looking to add aqualified and experienced **SERVICE ADVISOR** to our team. Universal Ford’s primary vision is to expand our team, customer base and continue the growth and success we have worked to achieve over the last couple years. With the promotions and growth we have had, we are at a point where we need to expand our team...
-
Major Gifts Advisor for University of Calgary
2 months ago
Calgary, Canada The University of Calgary Full time**Description** The **Faculty Development** within **VP Development and Alumni** is currently seeking a Full-time Staff Limited Term **Major Gifts Advisor **for approximately 2 years. The Faculty of Veterinary Medicine's Development Office is a business unit of both the University's Central Development Office and the Faculty of Veterinary Medicine. Its...
-
Veterinary Assistant, Dalhousie Varsity Animal
3 weeks ago
Calgary, Canada VCA Animal Hospitals Full time**Veterinary Assistant**: **Location: Calgary, AB**: **Dalhousie Varsity Animal Hospital** is hiring a full-time **Veterinary Assistant** to join their team. **Your role will be**: - Assisting Veterinarians and Technicians with various tasks and treatment of pet patients - Providing compassionate care duties including feeding and walking patients -...
-
Automotive Service Advisor
3 months ago
Calgary, Canada Dalhousie auto service Full time**Job Summary** As a Service Advisor, you will be the primary point of contact for customers requiring vehicle maintenance or repairs. Your role is crucial in ensuring customer satisfaction and facilitating smooth communication between customers and the service department. **Responsibilities**: - Interact with customers to determine their vehicle service...
-
Recruiter
6 months ago
Calgary, Canada Allied Universal Full timeRecruiter **Overview**: We are North America's leading security and facility services provider with approximately 300,000 service personnel. At Allied Universal(R), we pride ourselves on fostering a promote from within culture. There are countless examples of individuals who began their career as Security Professionals and today hold positions on our senior...
-
Foip Advisor, University Legal Counsel
1 month ago
Calgary, Canada The University of Calgary Full time**Description** **University Legal Counsel** is currently seeking a Full-time Limited Term **FOIP Advisor **for approximately 13 months. Reporting to the Manager, FOIP, this position is responsible for processing formal requests for access to information in accordance with applicable legislation and within legislated timelines. The position is also...
-
Manager, Branch Administrator
6 months ago
Calgary, Canada Blue Chip Recruiting Ltd. Full timeOur client, a top tier Investment Management firm, would like an energetic Branch Administrator to join their management team. The role is on-site, in their flagship branch in Calgary.This leadership Role is strongly focussed on providing administrative and operational support to stellar Investment Advisor (IIROC) teams. Being the Branch Administrator...
-
Worker Advisor
1 month ago
Calgary, Canada Government of Alberta Full time**Job Information** Job Requisition ID: 64513 Ministry: Jobs, Economy and Trade Location: Edmonton or Calgary Full or Part-Time: Full Time Hours of Work: 36.25 hours per week Permanent/Temporary: Permanent Scope: Open Competition Closing Date: November 25, 2024 Classification: Program Services 4 Market Adjustment **Salary**: $2,757.39 - $3,604.17/biweekly...
-
Branch Office Administrator
2 weeks ago
Calgary, Canada Edward Jones Full time**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team...
-
FOIP Advisor, University Legal Counsel
1 month ago
Calgary, Canada The University of Calgary Full timeDescription University Legal Counsel is currently seeking a Full-time Limited Term FOIP Advisor for approximately 13 months. Reporting to the Manager, FOIP, this position is responsible for processing formal requests for access to information in accordance with applicable legislation and within legislated timelines. The position is also responsible for...
-
Financial Advisor Associate
2 months ago
Calgary, Canada Servus Credit Union Full time**Posting Closes**:October 25, 2024 - 4:00 pm **Compensation**:$49,613 - $62,016 based on experience **Employment Status**:Full-time -37.5 hours per week**.** Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed...
-
FOIP Advisor, University Legal Counsel Expert
4 weeks ago
Calgary, Alberta, Canada The University of Calgary Full timeAbout the OpportunityThis position is classified in the Professional Career Band, Level 2 of the Management and Professional Staff Career Framework at the University of Calgary. The estimated salary for this role is between $80,000 to $120,000 per annum.We are seeking a highly skilled FOIP Advisor to join our team. Reporting to the Manager, FOIP, this role...
-
Branch Manager/compliance Officer
1 month ago
Calgary, Canada Aligned Capital Partners Inc. Full timeAligned Capital Partners Inc. (ACPI) is a fast-growing investment Dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring a **full-time Branch Manager/Compliance Officer (Regulatory Supervisor) **to join our Client Experience...
-
Sr. Policy Advisor
3 months ago
Calgary, Canada Government of Alberta Full timeRole Responsibilities The Safe Roads Alberta Branch directly supports this mandate through the resolution of administrative penalties issued for impaired driving related contraventions under the Traffic Safety Act. The Branch provides Albertans with access to a simple, fast, fair, and efficient means of resolving impaired driving disputes. Reporting...
-
Branch Office Administrator
1 week ago
Calgary, Canada Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team . At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Branch Office Administrator
1 week ago
Calgary, Canada Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...