Job Posting Details

Team Lead, Banking Services, BlueShore Financial

Location:North Vancouver, British Columbia
Posting Date:January 29, 2018
Closing Date:until filled
Employment Type:Full-time

Team Lead, Banking Services

The Team Lead, Banking Services position is responsible for providing leadership, coaching and the development of direct reports. This position manages the overall operations of Banking Services and Enterprise Content Management to ensure, operational excellence, minimal operating costs, while providing client intimate service and staff development. The incumbent is able to act in the capacity of the Manager Client Account Services during his/her absence.

  • Manages direct reports; participates in the recruitment and selection of new staff; develops individual objectives to meet branch/department goals; evaluates staff performance using the performance management system; initiates salary reviews as required; recognizes and rewards employees; takes corrective action as required.
  • Proactively coaches (through group and one-on-one sessions) and develops employees to assist them in achieving career success and growth. Provides development opportunities for staff through various sources including learning sessions, internal and external training, and education courses. Ensures each employee has a learning plan in place and results are achieved.
  • Assists Manage, Client Account Services in managing the salary and FTE budget including: salary adjustments / increases, job grade changes and business case preparation for increases or changes to FTE.
  • Acts as a resource for employees within other departments by providing assistance regarding client issues, policies and procedures, overrides and general assistance.
  • Ensures BlueShore Financial and Client Account Service standards are adhered to when working with both internal and external clients.
  • Identifies and prepares recommendations/business cases for process improvements to ensure operational excellence for both the department and organization; increase centralization of processes from other business areas, increase overall efficiency, changes to policies and procedures; directs the implementation of the same.
  • Ensure queries that are received from branches, Central 1 and other outside sources are resolved in accordance within policy and credit union service standards. Manages the completion of non-routine inquires.
  • Liaises with other departments on various task forces and projects. Assists Manager, Client Account Services with pilot and implementation activities ensuring smooth operations of the department and branches.

Qualifications and Experience

  • 2-3 years progressive experience in a financial institution
  • Two to three years leadership or management experience
  • Sound knowledge of ATM processing and cash management
  • Sound knowledge of FICANEX and Exchange ATM Network rules
  • Sound knowledge of Canadian Payment Association Rules
  • Solid knowledge of BlueShore Financials policies, procedures, audit and security standards
  • Solid knowledge of Garnishments
  • Solid knowledge of Microsoft programs including Word, Excel, Outlook, PowerPoint and SharePoint

What can BlueShore Financial can do for you? 

  • A Performance Rewards Program which pays a variable cash reward recognizing the achievement of corporate, team 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.

Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award winning organization, garnering both local and national attention for our progressive practices.

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion.Our values unite our organization and are our guiding compass.  But it is our exceptional staff that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.  And this level of engagement shows. We've been formally recognized making Aon’s "50 Employers in Canada" list seven years in a row and as one of "Canada's Most Admired Corporate Cultures" in Canada by Waterstone Human Capital. 

From the moment you walk into one of our Financial Spas™, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you’ve experienced. We embrace the west coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. You may not recognize us, but we've been serving the lower mainland for almost 75 years!  But this isn’t the Credit Union of your childhood.  We’re different and better.