Financial Services Associate 1 - Part Time
BlueShore Financial
Squamish, BC VB G, CAN
5d ago

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.
  • Apply and uphold branch policies, procedures and controls to meet complex compliance requirements and protect our branch and clients assets.
  • Qualifications and Experience

  • 1-2 years of customer service and cash experience (sales experience preferred).
  • Some post-secondary education preferred.
  • What can BlueShore Financial can do for you?

  • 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 :

  • Accountability, in all directions.
  • Can do attitude.
  • The drive to provide a premium level of service regardless of location or position.
  • Professional appearance and manner.
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