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Financial Service Associate - FINAN01377-00001 At IFSE Institute

Location: Mission, British Columbia

Job Description

Job Type
Full Time

Education Level
Bachelor's Degree

Years Of Exp.
1

Descripton/Qualifications

We are currently seeking a Financial Service Associate for our Clearbrook branch. At Prospera, our Financial Service Associates play a key role in delivering a best-in-class member experience that is focused on proactive help and advice. As the friendly faces of Prospera, Financial Service Associates greet our members with a warm and friendly welcome. They also ensure members receive the assistance, advice and support they need through processing transactions and engaging in conversations to provide proactive help and advice and refer complex needs to our in-house experts.

What you’ll do.

  • Provide a best in class member experience through proactively greeting members
  • Identify member needs and guide them to the best solution (digital, self-serve, associate, advisor, relationship manager or specialist).
  • Open accounts for new members and provide personalized solutions that meet their needs.
  • Develop an internal network and build relationships across the team to achieve results and team spirit.
  • Accurately and efficiently processes in-branch daily banking transactions, including ATM deposits, night deposits, bank drafts and funds transfers using various systems.
  • Provide personalized solutions for everyday banking products and services that meet member needs.
  • Provide credit card solutions to members, seeks to understand card spend activity and recommends personalized card solutions that meet member needs.

What you’ll need.

  • Outstanding people skills and the ability to quickly build a genuine rapport with members, team and community
  • Curiosity to learn more about our members’ financial needs, money pain and goals
  • Comfortable with asking members about their financial and life goals
  • Community focused, eager to make a difference through volunteerism
  • Confidence in presenting needs-based solutions or referrals to members
  • Previous experience in a customer service role
  • Financial services industry experience would be considered an asset

What’s in it for you?

Inclusive, equitable and accessible workplace: where all team members are valued, respected and heard. We learn from each other’s differences, gaining strength through our people and our perspectives

Career Advancement! We are committed to our employee’s growth and development and we want to see you soar. There are a number of career pathing options this position leads to, let us be your spring board.

Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

Show me the money! We also offer a competitive salary, flexible benefits program and a generous defined benefits pension plan.

Community Focused. We care about giving back to the communities we live, work and play in. We provide a paid volunteer day and many community minded activities throughout the year.

Grow your dream with us! Be part of exciting growth happening now at Prospera. Vision 2020 and our Vision, Purpose and Values guide our company and we want you to be part of it!




Skills

Financial Services


Languages

English