Financial Services Representative

at  Integris Credit Union

Integris is seeking an enthusiastic individual to join our team as a permanent, full-time Financial Service Representative (FSR) in our Fort St. James branch!
This is your chance to immerse yourself in the world of finance, expand your knowledge, and cultivate your expertise in a role that’s both rewarding and impactful. At Integris, we’re committed to your growth, offering you the tools and support to advance your career while making a difference in our community. If you’re ready to embark on an exciting journey with us, we want to hear from you!
Salary Range: $21.77 to $24.69 CAD per hour.

Total Rewards: As a great place to work and employer of choice, we offer an exceptional compensation package beyond base pay:

• Employer paid pension plan.
• Generous paid time off options to foster work-life-family balance
• Post retirement benefits
• We are passionate about your success and are committed to investing in our employees through valuable educational and professional development opportunities.
• Staff Banking & Loan benefits providing discounts on posted rates
• Professional Growth & Development Paid Volunteer time/Paid Health Days/Staff Appreciation Day/Room to grow your career.
• Extended health benefits including,
• Dental
• Extended Health
• Prescription Drugs
• Vision Care
• Short-term and Long-term disability insurance

QUALIFICATIONS:

Experience:

• 1-3 years in administrative roles, demonstrating strong organizational skills.
• 1-3 years in financial services, with a solid understanding of banking products and regulations.
• 3-5 years of customer service experience, showcasing excellent communication and interpersonal skills.

Skills:

• Proficient in using financial software and tools, including transaction processing and report generation.
• Strong attention to detail and problem-solving abilities to handle account discrepancies and member inquiries.
• Ability to effectively cross-sell products and services while meeting sales goals.

Knowledge:

• Familiarity with regulatory compliance requirements, including AML, KYM, and privacy regulations.
• Understanding of various financial products and services offered by credit unions, including loans and investment options.

Personal Attributes:

• Strong teamwork orientation, with the ability to collaborate with colleagues to achieve branch objectives.
• Demonstrated commitment to customer satisfaction and a proactive approach to addressing member needs.

The deadline for this position is: November 11th.

EXPERIENCE

Required

• 1 - 3 years: Administrative
• 1 - 3 years: Financial Service

Products & Service Knowledge & Application

• Knowledgeable about Credit Union investments, including various account types and terms.
• Completes basic loan applications and reviews member credit reports.
• Handles basic estate administration and safety deposit box management

Member Servicing

• Opens new memberships for personal, business, and estate accounts while processing account maintenance tasks.
• Responds to member inquiries regarding RSPs, RRIF payments, and account issues.
• Manages safety deposit box operations and investigates account errors.

Service & Sales

• Cross-sells additional products and services while referring members to specialized staff when needed.
• Achieves established sales and referral targets to drive branch performance.
• Provides excellent customer service, fostering strong member relationships.

Regulatory Compliance

• Ensures adherence to regulatory guidelines, including Know Your Member (KYM) and Anti-Money Laundering (AML) requirements.
• Reports fraudulent activities and unusual occurrences promptly to minimize risk.
• Monitors and edits regulatory reports for submission to Risk Management.

Products & Service Knowledge & Application

• Knowledgeable about Credit Union investments, including various account types and terms.
• Completes basic loan applications and reviews member credit reports.
• Handles basic estate administration and safety deposit box management.

Support & Back-Up

• Provides frontline support and technical guidance as needed.
• Backs up frontline operations and acts as a Member Services Representative as needed.
• Assists with branch administrative tasks and maintains branch appearance.

Other Duties as Assigned.