Senior Financial Services Advisor

4 weeks ago

Vancouver, British Columbia, Canada Vancouver City Savings Credit Union Full time

About Vancouver City Savings Credit Union

Vancouver City Savings Credit Union (Vancity) is a member-driven financial institution founded on the principles of inclusivity and social equity. Since its inception in 1946, Vancity has been dedicated to challenging conventional practices and dismantling barriers. The organization is committed to achieving net-zero emissions by 2040 across all lending products and is actively pursuing initiatives to enhance Indigenous banking and bolster the financial resilience of its members.

Recognized as the largest private sector Living Wage Employer in Canada, Vancity has consistently earned accolades as one of the Top Employers in the country. If you are interested in being part of a diverse team of 2,700 individuals while enjoying competitive rewards and benefits, consider this opportunity.

Role Overview: As a Senior Financial Services Advisor, you will utilize your communication expertise to effectively navigate complex scenarios, resolve issues, and deliver tailored financial guidance. You will ensure that members' intricate inquiries are addressed promptly and in accordance with established service standards. Your knowledge and expertise will facilitate the growth of Financial Services Representatives, ensuring that members' needs are met and aligning with branch objectives. A solid understanding of Vancity's policies, procedures, systems, and software is essential.

Key Responsibilities:

  • Execute member transactions in line with established standards to maintain high-quality service delivery.
  • Identify and evaluate member and prospect needs to recommend suitable products, services, and referrals.
  • Provide ongoing technical support to both new and experienced service team members to uphold member experience standards.
  • Enforce branch service standards and ensure compliance with policies and procedures.
  • Implement and support adherence to controls to meet compliance and security requirements, thereby mitigating risk.

Candidate Profile:

  • Analytical Thinker: You possess strong problem-solving skills and can manage multiple tasks effectively.
  • Technologically Proficient: You are a quick learner with a knack for technology and systems, capable of providing technical assistance to others.
  • Effective Communicator: You excel at building rapport and engaging in meaningful conversations.
  • Adaptable: You maintain a positive attitude and thrive in a dynamic, fast-paced environment.
  • Natural Leader: Colleagues often seek your advice, and you enjoy mentoring others.
  • Informed: You have a comprehensive understanding of relevant Vancity policies, procedures, products, and services.

Qualifications:

  • High School Diploma: You have completed high school or possess an equivalent qualification.
  • Customer Service Experience: You have at least one year of professional experience interacting with clients and businesses.

Preferred Qualifications:

  • Experience in cross-training or leadership roles.
  • Background in call center and branch operations.
  • Post-secondary education or diploma in a related field.

Compensation: As this is a union position, the salary will align with the collective agreement salary grid, starting at $30.25.

Inclusivity Statement: Vancouver City Savings Credit Union values lived experiences and encourages all interested candidates to apply, even if their skills do not perfectly match the listed requirements.

Employee Benefits:

  • As the largest private sector Living Wage Employer in Canada, Vancity is recognized as one of the Top Employers in the country.
  • Permanent employees are eligible for customizable benefit packages that adapt to their evolving needs.
  • New employees receive between three to four weeks of vacation annually, with the potential to increase to six weeks based on tenure.
  • In addition to the standard statutory holidays, Vancity offers additional care days for personal or family emergencies.
  • Health care and dental benefits are available immediately upon hire, with multiple coverage levels to choose from.
  • Vancity provides a Defined pension plan to support your retirement income.

Background Check: All shortlisted candidates will undergo a background check, including employment verification, credit checks, and criminal record checks. Vancity is committed to advancing racial equity, inclusion, and belonging within the organization and offers accommodations throughout the recruitment process.


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