Integris Credit Union

Financial Services Representative 1 - Term, Full-time - Fort St. James, BC.

Integris Credit Union  •  British Columbia, CA (Onsite)  •  5 months ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Integris is looking for an individual to work as a Financial Service Representative (FSR) on a temporary, 18-month term, full-time basis in our Fort St. James branch.

As a Financial Service Representative (FSR), you will support members with their everyday banking and investments needs while ensuring accuracy, compliance, and a positive experience at every interaction.

Salary Range $22.65 to $25.94 CAD per hour.

Key responsibilities:

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.

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 cross - sell products effectively 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: December 16, 2025.


In the absence of a qualified FSR applicant, we will consider candidates with strong potential and provide training for an FSR trainee position. Interested applicants are encouraged to apply within this platform.

We thank all applicants for their interest; however, only shortlisted candidates will be contacted.

Integris Credit Union

About Integris Credit Union

Integris.

We didn’t just show up here, we grew up here, bringing quality banking, insurance and financial planning to everyone who calls this place home. It might feel a little different. That’s because out here, different is how it’s done.

We’re a financial cooperative. Here when our friends need us – investing in one another – to make our communities the very best they can be.

We make promises and we keep them. That’s how we do things in Integris Country - that’s Life Out Here™.

---

Check out our website (www.integriscu.ca) for more info about Integris Credit Union, Integris Insurance Services Ltd. and Integris Financial Planning Services Ltd.

http://www.youtube.com/watch?v=mhhmQ3XJl3o

http://www.youtube.com/watch?v=-CCC92Tuewk

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
Prince George, CA
Year Founded
1946
Social Media