Financial Services Associate 1 - Burnaby, Canada - BlueShore Financial

BlueShore Financial

Verified Company

Burnaby, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Financial Services Associate 1 (FSA 1)
This is the position where most banking professionals started their career. This front line sales and service role will build the foundation for a long career in banking.

Traditionally called a "teller", this role has evolved to include an elevated level of knowledge and sales skills than previously required.

Times have changed and so has the role. If you see yourself working in banking for the long run, this is where to start.

With over 80 years in the financial services industry, BlueShore Financial has grown from a community credit union to a thriving financial boutique.

Our dynamic team is committed to helping our clients improve their overall financial well-being.

Thanks to our innovative strategy, rooted in expert advice and expertise, we continue to sustain excellent financial performance and receive high client satisfaction scores that outpace our competitors.

Employee Type:
Full Time

Schedule:
Monday

Friday or Tuesday
Saturday (flexibility required)

Job Category:
Client Service and Sales

Location:
Burnaby Branch

Key responsibilities of this role are:

Process transactional needs of clients, by processing cash transactions, deposits (including term deposits), withdrawals, loan/bill payments, cheque cashing/ordering, personal information updates on accounts, foreign currency, fund transfers, drafts, official cheques, and night deposit.
Initiate conversations with clients to proactively identify their financial needs.
Actively sell BlueShore Financial products and services or refer clients with more complex requirements to specialized branch staff.

Qualifications and Experience

12 years of customer service and cash experience (sales experience preferred).
Some postsecondary education preferred.

What can BlueShore Financial can do for you?

3 weeks paid vacation to start
A clearly defined salary progression program that provides timely recognition of skill development and demonstration at important intervals.
A Performance Rewards Program which pays a variable cash reward recognizing the achievement of corporate, collaboration and individual goals.
Limitless career progression opportunities.
Comprehensive Total Rewards Program including bonuses, pension, flexible benefits and competitive compensation.
Opportunity to work in a world class, award winning organization.

What BlueShore Financial needs from you:

The motivation to provide a premium level of service to all clients, internal and external
Growth mindset and continuous learner
A proactive thinker and problem solver
Demonstrated digital excellence
Professional presence, which entails professional communication and integrity
Recognize the strength that diversity, equity and inclusion bring
Accountable for the risk responsibilities in your area

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional staff that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

From the moment you walk into one of our Financial Spas, you'll know you've arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you've experienced.

We embrace the west coast lifestyle, while providing a premium and sophisticated experience for our clients and employees.

You may not recognize us, but we've been serving the lower mainland for over 80 years This isn't the Credit Union of your childhood; we're different and better.

Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences.

As a result, we have grown to become an award-winning organization, garnering both local and national attention for our progressive practices.

We've been formally recognized as one of "Canada's Most Admired Corporate Cultures" by Waterstone Human Capital.
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