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Senior Financial Services Advisor

3 months ago

Coquitlam, British Columbia, Canada Vancity Full time

A typical day would involve:

  • Executing member transactions in accordance with established standards to ensure a high level of service quality.
  • Evaluating and understanding member/prospect requirements to recommend suitable products, services, and referrals.
  • Offering continuous technical assistance to both new and experienced service team members to meet member experience expectations.
  • Implementing branch service standards and ensuring compliance with policies and procedures.
  • Enforcing adherence to controls to fulfill compliance and security obligations while minimizing risk.

You are:

  • A problem solver – You possess analytical skills and can manage multiple tasks to devise effective solutions.
  • Tech-savvy – You are recognized as a quick learner with technology and systems, capable of providing technical support to others.
  • A great communicator – You excel at building relationships and engaging in meaningful conversations.
  • Ready for a challenge – You maintain a positive outlook and thrive in a dynamic, fast-paced environment.
  • A natural leader – Colleagues often seek your guidance, and you enjoy mentoring others.
  • Knowledgeable – You possess in-depth understanding of relevant Vancity policies, procedures, products, and services.

You have:

  • A High School Diploma – At a minimum, you have completed high school or an equivalent qualification.
  • Customer Service Experience – You have at least one year of professional experience interacting with individuals and businesses.

Bonus Points:

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

Salary: As this is a union position, the salary will align with the collective agreement salary grid, starting at $30.25 (Grp 4 Step 1).