Client Relationship Specialist

4 weeks ago

Vancouver, British Columbia, 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. The organization has been challenging the status quo and breaking down barriers since its inception in 1946. It has made bold commitments to become net-zero by 2040 across all mortgages and loans, pursuing strategies for Indigenous banking and improving financial resilience among members.

Vancity is the largest private sector Living Wage Employer in Canada and consistently recognized as one of the Top Employers in Canada. If you're interested in joining a team of 2,700 diverse individuals and accessing competitive rewards and benefits while being part of a greater movement, this role may be suitable.

Role Overview

This is a Permanent, Full-Time position located at Victoria Drive Community Branch (Branch 2) and reports directly to the Assistant Branch Manager. As a Client Relationship Specialist – Financial Services, you will build relationships with members by learning more about their needs and assisting them with banking transactions. Demonstrating excellent communication and interpersonal skills, you will be a trusted advisor for members who value the branch experience.

Responsibilities

  • Perform member transactions consistently with established standards to achieve high-quality service delivery.
  • Identify and assess member/prospect needs to provide appropriate products, services, and referrals.
  • Apply branch service standards, policies, procedures, and controls to meet compliance requirements and mitigate risk.
  • Fully leverage and utilize technical systems available to ensure an efficient and seamless service experience for members.

Requirements

  • A High School Diploma and/or equivalent.
  • Working experience interacting with people and businesses in a professional capacity with excellent customer service skills.
  • Problem-solving skills.

Skills and Qualities

  • You are a problem solver with an analytical mind and can multi-task to come up with solutions.
  • You are tech-savvy, often described as quick learner and great with technology and systems.
  • You are a great communicator, able to get to know others and have great conversations.
  • You are ready for a challenge, having a positive attitude and ability to work in a fast-paced changing environment.

Benefits

  • Vancity offers a salary range of $23.97 to $30.90 per hour, with the upper half typically reserved for individuals demonstrating consistent strong performance in the role and possessing a high level of job knowledge and skill.
  • The organization provides attractive benefit packages that can be customized and changed each year to meet evolving needs.
  • New employees receive between three to four weeks of vacation allowance per calendar year, increasing to a maximum of six weeks per year as length of service increases.
  • Full-time, permanent staff may purchase extra days of vacation through the flexible benefits package.
  • In addition to statutory holidays, Vancity provides an additional three statutory holidays, along with care days for short-term personal illness or emergency family illness.
  • The health care & dental benefits offer three levels of coverage, effective immediately based on hire date.
  • Vancity also offers a defined pension plan providing a retirement income for life.

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