Sr Financial Services Representative - Part Time (Br 8)

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.

Vancity is the largest private sector Living Wage Employer in Canada and has been consistently recognized as one of the Top Employers in Canada. If you’re interested in joining their team of 2,700 diverse individuals and accessing competitive rewards and benefits, all while knowing you are part of a greater movement, then apply today!

About the workplace

As a Senior Financial Services Representative,  you will leverage your communication skills as you effectively manage complex situations, problem solve and provide personalized advice. Member's complex inquiries will be satisfied in a timely manner and within established service standards. Financial Services Representatives will grow through your transfer of knowledge and expertise to assure member’s needs are met, thus helping Vancity redefine wealth consistent with branch objectives. You will also bring a strong knowledge of Vancity's policies, procedures, systems and software. 

This a Part-time, Permanent role located at Fairview Community Branch (Br 8) and reports directly to the Assistant Branch Manager. 

A typical day would involve:  

• Perform member transactions consistent with established standards so that a high level of quality service delivery is achieved. 
• Identify and assess member/prospect needs to provide appropriate products, services and referrals. 
• Provide ongoing technical support to the service team (new and tenured) so that member experience standards are achieved. 
• Apply branch service standards and support adherence to policies and procedures. 
• Apply and support adherence to controls to meet compliance and security requirements and mitigate risk. 

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 and can provide technical guidance to others 
• 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 can work in a fast-paced changing environment 

• A natural leader – People often come and seek best advice from you and you enjoy giving feedback to others 
• Knowledgeable – you have advanced knowledge of the relevant Vancity policies, procedures, products and services.  

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: 

• Cross training or past work experience in a leadership capacity 
• Call center and branch experience 
• Post Secondary Education/Diploma (Related Discipline) 

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

The salary range for the role is $30.25 to $39.05 per hour.

Posting Deadline: Tuesday, September 3, 2024 at 4:00pm

 

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 flexib