Overview
Solution Centre Associate Jobs in North Vancouver, BC at BlueShore Financial
Full job description
Solution Centre Associate
The Solution Centre at BlueShore Financial is an extension of our Financial Spa in-branch experience. Our Solution Centre Associates are relied upon to engage and promote a full range of borrowing and investment options while maintaining our award winning service levels. If you’re interested in a fast paced environment and opportunity to see a wide scope of client service, this is an exciting opportunity to consider.
BlueShore Financial is a financial boutique with a dynamic team committed to helping our clients improve their overall financial well-being. Thanks to our innovative strategy, rooted in expert advice and expertise, we continue to sustain excellent financial performance and receive high client satisfaction scores that outpace other financial institutions.
BlueShore Financial is a mid-sized Credit Union in British Columbia, with $7 billion in assets under administration and 390 employees. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.
Employee Type: Full Time
Schedule: Monday – Friday or Tuesday – Saturday (flexibility required – including one evening shift per week)
Job Category: Client Sales and Service
Location: Head Office, North Vancouver (hybrid work options available)
Key responsibilities of this role are:
Provides service and sales across the four pillars of banking including borrowing, investments (may include mutual funds), insurance, and general banking. Refers to specialists and/or branch staff when required.
Conducts outbound calls for a variety of sales and service initiatives aimed at business retention and growth.
Grants mortgages, consumer loans and other credit applications within assigned lending limits. Promotes the sales of credit insurance. Makes appropriate recommendations to manager for credit above limits.
Promotes and completes the sale for investment products (may include mutual funds). Makes referrals to investment specialists as required.
Ensures BlueShore Financial and Solution Centre service/sales standards are adhered to in order to enhance and maximize business opportunities with internal and external partners.
Qualifications and Experience
1-3 years of directly related financial services experience.
Solid understanding of credit products and procedures with previous experience structuring and granting credit (including mortgages).
Mutual funds license is preferred.
Pay Transparency
Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.
This role is on a salary step program that provides timely recognition of skill development at important intervals. Salaries on this program are reviewed quarterly to reflect progress made. The range for this role is $55,800 – $66,300, plus variable reward bonus.
What BlueShore Financial can provide you:
3 weeks of paid vacation to start, plus paid health days
Comprehensive Total Rewards Program including bonuses, pension, flexible benefits, and employee assistance program
Opportunity to work in a world-class, award-winning organization
Banking benefits including chequing and savings accounts, and employee foreign exchange rate…
Title: Solution Centre Associate
Company: BlueShore Financial
Location: North Vancouver, BC
Category:
