Part Time Retail Services Assistant - Jobs in Vernon, BC

Job Description

TYPE: Part Time - Bargaining Unit DATE: January 31, 2023ROLE: Retail Services AssistantBUSINESS LINE: VantageOne Credit UnionPOSTING NUMBER: EX 2023-05CLOSING DATE: Until FilledHOW TO APPLY: Please email a resume and cover letter to [email protected]About the role:As an integral part of our overall consumer banking team, the Retail Services Assistants provide consumer lending, investment, andother administrative support to our consumer account managers.Who We Are:We are a credit union dedicated to the financial well-being of our members, clients, employees, and communities. Part of what setsVantageOne apart from others is that while we offer traditional banking and borrowing solutions, we have also strategically diversifiedour services to meet our members expanding financial needs by offering Financial Ability with a Human Touch.Our history as a credit union reaches all the way back to 1944 when we opened our first branch in Vernon. Since that time, we’reproud to have become a vital part of the local business economy. From the very start, we have seen ourselves as a local business,owned by our members and operated by people who live here and are deeply invested in our communities.We welcome applications from all interested; however, only those selected for an interview will be contacted.Job DescriptionPOSITION TITLE: Retail Services AssistantBUSINESS UNIT: VantageOne Credit UnionDEPARTMENT Retail ServicesLOCATION: 3108 33 Ave Vernon BCREPORTS TO: Credit Adjudication and Collections ManagerPURPOSE OF POSITIONThe Retail Services Assistant position contributes to meeting Sales Units Objectives by acting in a support position toAccount Managers. This position assists in administrative and follow up to the Account Managers in the execution of theirduties and is part of a centralized administrative team for all branches.ROLES AND RESPONSIBILITIESService Delivery:

• Provides administrative retail services support to multi branch Account Managers and members

• Accurately and efficiently executes instructions from multi branch Account Managers with minimum error impact

• Initiates client conversations that will uncover opportunities and then provide appropriate solutions to meet

member’s needs

• May act as back up to the Information Representative

Administration:

• Process paper flow and set up for all CU investment products RRSP, locked-in RRSP, RRIF’s, LIF’s, LRIF’s,

RESP’s, Term Deposits and Cu Credit facilities, Loans, Mortgages ,Line of Credit, Master Cards

• Process transactions such as: Drafts, Balance of Accounts, Collections of Charge Backs on current banking

system

• Cross-sells CU products and services following sales and services guidelines and interview techniques

• Refers clients to Account Managers / Financial Planners/Commercial/Leasing Dept & acts quickly & professionally

on closing referrals.

• Maintains relationships with third party individuals, realtors, brokers, appraisers, lawyers by confirming and

exchanging information and ensuring data integrity in support of the Account Managers

• Performs BC Online Searches, Registration and Discharges ensuring Credit Unions is properly registered or

released.

• Prepares documents and then executes scanning process with minimal error ratios.

• Responsible for maintaining organizing of filing / diary systems.

• Acts as a source of information for all other departments.

Non-cash Transactions:

• Provides members with various banking need’s responds to inquiries, helps with solving member problems and

trouble shooting.

• Refers member’s complex complaints to manager

• Tracks sales efforts as directed.

• Refers sales and products or services identified tot other branch personnel when appropriate.

• Follows all relevant policy, procedures, legislation and guidelines e.g. Privacy Code and Anti- Money Laundering

Guidelines

• Follows Investments and Lending Policy/ Procedures

Team

• Attend, participate and contribute to scheduled meetings as required

• Provide operational support to work team members

1Other Duties as AssignedEDUCATION & EXPERIENCEEducation:

• High school graduate and Completion of CUIC 210 course

AndJob Related Experience:

• 1-3 years experience working in a Credit Union or Financial Institution with exposure in member service or client

service administration.

• Sales in a lending capacity

Or

• An equivalent combination of both education and experience acceptable to VantageOne

SKILLS AND KNOWLEDGEAccountingFamiliarity of generally accepted accounting principles and practices as applied to balancing a daily transactions/blotter.FinanceNo knowledge in this area is required for this position. Employee will not be involved in financial analysis, budget designand control, asset liability management, risk analysis, tax standards, liquidity management, prediction of economic trendsand rates, money market issues, investments, pricing/rate strategies or financial reporting.Administrative ProcessesWorking Knowledge in the areas of processing transactions, completing documentation, verifying member informationsuch as credit checks, composing and or formatting correspondence, gathering, and collating data.CommunicationWorking Knowledge with verbal and written communication techniques to meet the needs of differing audiences andcommunication objectives and can include the following: active listening, revising methods of communication to deal withboth internal and external members.Granting of Commercial CreditNo Knowledge in this area required for this position. This position does not grant commercial loans or have commerciallending limits.Granting of Consumer CreditA Familiarity is required in this position in the areas of the administration of processing consumer loans and mortgages.This position does not grant consumer loans or have consumer loan lending limits.Core Products and ServicesWorking Knowledge in this area in regard to the features and benefits of deposit and lending products and services tomake a referral or direct enquiries.Specialized Products and ServicesA Working Knowledge is required a solid understanding of the process involved in the administration of; RRIFs, RRSPs,RESPs, Estate Planning or administration, financial planning, mutual funds, Credit Card, and retail lending products tosolve day to day problems.Regulations/Legislation/Credit Union SystemA Familiarity of all Credit Union Policy and Procedures in regard to the Retail Services Department, VantageOneInvestment and Lending Policies and Credit Union Deposit Insurance Regulations.InsuranceFamiliarity in this area is required of this position to refer inquiries to our specialists.Computer Based Systems Operations2Working Knowledge of current VantageOne banking system, all electronic banking services offered at VantageOne,Outlook, Excel, and Word applications, Central Portal System, and current loan origination system.Computer System Design, Development and Technical SupportNo Knowledge in this area required in this position. This position is not responsible for evaluation, design, development,and maintenance or user support of computer systems or operations.Human Resource ManagementNo Knowledge in this area required in this position. This position is not responsible for employee counselling, successionplanning, or recruitment.MarketingNo Knowledge in this area required in this position. This position is not responsible for participation in marketing planning.Competitive EnvironmentFamiliarity in this area is required in this position. A basic knowledge of the competitive environment as it relates to thedegree of local competition, trends in the industry, products, and services and offered by others in our area.Sales and ServiceWorking Knowledge in this area is required in this position as it refers to the application of sales techniques includinganalysing needs and identifying opportunities for up selling and cross selling, referring potential business opportunities tospecialist staff, and closing the sale.STRENGTHS AND ABILITIESStriving Strengths Thinking Strengths Relating Strengths• Ability to Achieve • Focused • Empathetic• Desire to Succeed • Disciplined • Caring• Competent • Able to Arrange • Team Player• Committed to be of Service to • Responsible • Ability to build and sustainOthers • Problem Solving Ability relationships.• Ethical • Committed to Accuracy • Partnership and Advice

• Available Focused

• Positive Attitude

PHYSICAL REQUIREMENTSPhysical exertionMinimal this would include stooping, reaching, pushing, pullingVisual attentionFrequent between ½ and ¾ of the time this may include intense reading of documentation or data, close monitoring ofcomputer screens or detailed workTravel – Minimal Travel. Travel either day to day or overnight on VantageOne business is not required in this position.Manual DexterityFrequent between ½ and ¾ of the time this includes computer keyboarding or mouse work for a significant portion of theworkday. 40 Wpm Keyboarding SkillNature of SupervisionImmediate Supervisor Credit Adjudication and Collections ManagerSupervisor Responsibility Level No SupervisionPositions Supervised None3Quick Apply

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