Elevate your customer service career as a Financial Services Representative at Vancity's Chinatown branch. Engage members and guide them toward achieving their financial goals with tailored advice.
In this full time, in office role, the Financial Services Representative will be a vital first point of contact. You will need exceptional communication skills, customer service experience, and a sales-oriented mindset to thrive. Your focus will be on building relationships with members, ensuring their needs are met, and providing informed guidance on banking solutions.
Key Responsibilities:
• Greet members warmly and build trusting relationships
• Analyze members’ banking, borrowing, and investment needs
• Offer tailored advice and connect members with relevant resources




• Demonstrate online tools to enhance self-service capabilities
• Ensure consistent member satisfaction with proactive follow-ups
Requirements:
• High School Diploma or equivalent required
• Strong communication and customer service skills
• Sales-driven background in retail or service industries
• Proficiency with digital banking tools and CRM systems
• Attention to detail in documentation and compliance
Utilize your sales acumen and customer service skills to support Vancity members in their financial journeys.
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📌 Financial Services Specialist in Vancouver
🏢 Vancity
📍 Vancouver