Financial Services Representative In Victoria

Financial Services Representative In Victoria

03 Aug
|
Vancity
|
Victoria

03 Aug

Vancity

Victoria

Become a trusted Financial Services Representative with Vancity in Victoria City Centre. This full time role is centered around member interaction and driving financial solutions.
At Vancity, you will play an essential role in supporting our members by providing personalized banking experiences. As a Financial Services Representative, your focus will be on relationship building, understanding member needs in areas like everyday banking and investments, and using your sales skills to promote financial products. If you’re driven to help others and ready to grow, this role is perfect for you.
Key Responsibilities:
• Greet members and create a welcoming atmosphere
• Explore and assess members' financial needs




• Connect members to appropriate banking products
• Guide members in using online banking tools
• Ensure timely follow-through on member interactions
Requirements:
• High School Diploma or equivalent
• Excellent communication and listening skills
• Customer service background in retail or hospitality
• Sales aptitude with goal-oriented solutions
• Digital proficiency with CRM and banking tools
Help our members achieve their financial goals and thrive in your role at Vancity.
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📌 Financial Services Representative In Victoria
🏢 Vancity
📍 Victoria

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