If you believe in the same things we do, let’s talk. First West Credit Union is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond.
We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.
identifies sales opportunities for other lines of business within First West and making appropriate referrals. This role may also be required to provide in branch training and / or coaching to more junior employees and sign off contracts and policies for Level 1 licensed Advisors.
Here’s what would be included as a part of your typical day :
collects premiums and processes premium refunds. Ensures transactions and payments are posted and processed accurately; reviews monthly outstanding renewals list and contacts clients to identify renewal options and / or changes in coverage.
seeks new business opportunities in client base and prospects potential new clients.
collects all premiums and follows up on overdue accounts.
reports all claims over limits to manager; supports clients if there is loss or damage by referring claims to the centralized claims area and / or compiling information on circumstances surrounding the event.
and performs various administrative duties as required.
Required Skills, Experience & Qualifications :
Why work for us?
Our employees give us a lot and we think it’s only right to give something back. We offer a total rewards package that includes :
A competitive base salary plus performance-based incentive compensation and annual merit pay increases
Flexible benefits as well as retirement benefits
Vacation time, a flexible Day4U , and the ability to purchase up to 5 additional flex days
Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-
interest loans to buy computers or fitness equipment for home use
But most of all, we’re invested in our local communities. Our initiatives are far-reaching with a special focus on raising food, funds and awareness for our local food banks.
We volunteer and employees can be provided with paid time off to volunteer their time to assist in serving an organization.
What’s your place in the First West story?
Diversity & Inclusion
First West Credit Union is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate.
If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.