Financial Services Representative

1 week ago


Coquitlam, 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.

As a Financial Services Representative you will build relationships by learning more about our members while assisting them with their banking transactions. Demonstrating excellent communication and interpersonal skills you will be the trusted advisor for members who value the branch experience.

This is a **part time; permanent role located at Pinetree**Community Branch** (Br 18) and reports directly to the Assistant Branch Manager.**

**A typical day would involve**:

- Performing member transactions consistent with established standards so that a high level of quality service delivery is achieved.
- Identifying and assessing member/prospect needs to provide appropriate products, services and referrals.
- Fully leverage and utilize the technical systems available so that the service experience for the member is efficient and seamless.

**The Team**:
The Financial Services Representative reports directly into the Assistant Branch Manager.

**A typical day would involve**:

- Performing member transactions consistent with established standards so that a high level of quality service delivery is achieved.
- Identifying and assessing member/prospect needs to provide appropriate products, services and referrals.
- Fully leverage and utilize the technical systems available so that the service experience for the member is efficient and seamless.

**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

**You Have**:

- A High School Diploma - At a minimum, you have graduated high school and/or equivalent
- Customer Service Experience - At least 1 year of working experience interacting with people and businesses in a professional capacity

**Bonus Points**:

- Post-secondary coursework

**Pay Rate**: As this is a union role, the salary will be as per the collective agreement salary grid starting at $23.97 (Grp 2 Step 1)
- **Posting Deadline: Posted until filled.**

**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 Defined benefits pension plan that pays you a retirement income for life.

At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. **Diversity**in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.



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