Senior Financial Services Representative (BCGEU) - Branch 09

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 is a Full-time, Permanent role located at Main Street Community Branch (Branch 09) 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
• Providing ongoing technical support to the service team (new and tenured) so that member experience standards are achieved
• Applying branch service standards and supporting adherence to policies and procedures
• Applying and supporting 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
• A great communicator - You’re able to explain concepts in a simple way and establish trust in your conversations
• Self organized and motivated - You apply your planning and coordination skills to prioritize and complete your daily tasks
• Ready for a challenge - You willingly adapt to constantly changing circumstances; engage in continuous learning, adjust your application of knowledge, skills and abilities while addressing new challenges based on business needs

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 / or businesses

Bonus Points:

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

Pay Rate: As this is a union role, the salary will be as per the collective agreement salary grid starting at $32.83 (Grp 4, Step 1)

**Posting Deadline: Posted until position is 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 and 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 can purchase up to six 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.

At Vancity we’re dedicated to being an inclusive, anti-racist organization with a workforce that reflects the diversity of the communities we serve. 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.

Please note that all shortlisted candidates for this role will be required to complete a background check which includes resume verification, credit check, criminal record check. Vancity offers required accommodations in all stages of the recruitment process.  If you require an accommodation, please advise us, and we will work with you to meet your needs.  

We are committed to providing an inclusive and accessible recruitment experience for all candidates. If you require any accommodations at any stage of the recruitment process, please reach out to our Talent Acquisition team at [email protected] for confidential support. In-person assistance is also available. We will collaborate with you to ensure your needs are met promptly and effectively.