Part Time Retail Services Assistant - Vernon, Canada - VantageOne Credit Union

Description

TYPE:
Part Time - Bargaining Unit
DATE: January 31, 2023


ROLE:
Retail Services Assistant


BUSINESS LINE:
VantageOne Credit Union


POSTING NUMBER:

EX

CLOSING DATE:
Until Filled


About the role:

As an integral part of our overall consumer banking team, the Retail Services Assistants provide consumer lending, investment, and
other administrative support to our consumer account managers.


Who We Are:

We are a credit union dedicated to the financial well-being of our members, clients, employees, and communities. Part of what sets
VantageOne apart from others is that while we offer traditional banking and borrowing solutions, we have also strategically diversified
our services to meet our members' expanding financial needs by offering Financial Ability with a Human Touch.

Our history as a credit union reaches all the way back to 1944 when we opened our first branch in Vernon.

Since that time, we're
proud to have become a vital part of the local business economy. From the very start, we have seen ourselves as a local business,
owned by our members and operated by people who live here and are deeply invested in our communities.

**Job Description




POSITION TITLE:
Retail Services Assistant




BUSINESS UNIT:
VantageOne Credit Union

DEPARTMENT Retail Services




LOCATION:
Ave Vernon BC
**REPORTS TO: Credit Adjudication and Collections Manager

PURPOSE OF POSITION
The Retail Services Assistant position contributes to meeting Sales Units Objectives by acting in a support position to
Account Managers. This position assists in administrative and follow up to the Account Managers in the execution of their
duties and is part of a centralized administrative team for all branches.


ROLES AND RESPONSIBILITIES

Service Delivery:

• Provides administrative retail services support to multi branch Account Managers and members
• Accurately and efficiently executes instructions from multi branch Account Managers with minimum error impact
• Initiates client conversations that will uncover opportunities and then provide appropriate solutions to meet

member's needs

• May act as back up to the Information Representative

Administration:

• Process paper flow and set up for all CU investment products RRSP, lockedin RRSP, RRIF's, LIF's, LRIF's,

RESP's, Term Deposits and Cu Credit facilities, Loans, Mortgages ,Line of Credit, Master Cards

• Process transactions such as: Drafts, Balance of Accounts, Collections of Charge Backs on current banking

system

• Crosssells CU products and services following sales and services guidelines and interview techniques
• Refers clients to Account Managers / Financial Planners/Commercial/Leasing Dept & acts quickly & professionally

on closing referrals.

• Maintains relationships with third party individuals, realtors, brokers, appraisers, lawyers by confirming and

exchanging information and ensuring data integrity in support of the Account Managers

• Performs BC Online Searches, Registration and Discharges ensuring Credit Unions is properly registered or

released.

• Prepares documents and then executes scanning process with mínimal error ratios.
• Responsible for maintaining organizing of filing / diary systems.
• Acts as a source of information for all other departments.

Non-cash Transactions:

• Provides members with various banking need's responds to inquiries, helps with solving member problems and

trouble shooting.

• Refers member's complex complaints to manager
• Tracks sales efforts as directed.
• Refers sales and products or services identified tot other branch personnel when appropriate.
• Follows all relevant policy, procedures, legislation and guidelines e.g. Privacy Code and Anti
• Money Laundering

Guidelines

• Follows Investments and Lending Policy/ Procedures

Team

• Attend, participate and contribute to scheduled meetings as required
• Provide operational support to work team members

1


Other Duties as Assigned

EDUCATION & EXPERIENCE

Education:

• High school graduate and Completion of CUIC 210 course

And

Job Related Experience:

• 13 years experience working in a Credit Union or Financial Institution with exposure in member service or client

service administration.

• Sales in a lending capacity

Or

• An equivalent combination of both education and experience acceptable to VantageOne

SKILLS AND KNOWLEDGE

Accounting
Familiarity of generally accepted accounting principles and practices as applied to balancing a daily transactions/blotter.


Finance
No knowledge in this area is required for this position. Employee will not be involved in financial analysis, budget design
and control, asset liability management, risk analysis, tax standards, liquidity management, prediction of economic trends
and rates, money market issues, investments, pricing/rate strategies or financial reporting.***
Administrative Processes
Working Knowledge in the a