Financial Services Representative In Richmond, Bc

Financial Services Representative In Richmond, Bc

17 Sep
|
Vancity
|
Richmond

17 Sep

Vancity

Richmond

Join Vancity as a Financial Services Representative at the Blundell Centre Community Branch in Richmond, BC. Help members navigate their financial journeys with exceptional service and personalized advice.

This full time, temporary position focuses on providing a meaningful experience for each member who walks through the branch doors. With a sales-driven approach rooted in building trusting relationships, you will drive branch success while assisting members in achieving their financial goals.

Experience in customer service will set you apart in this role.

Key Responsibilities:
Offer warm greetings to create a friendly atmosphere
Assess member needs in borrowing, investments, and banking
Guide members to the right products and services




Demonstrate online tools for effective banking management
Ensure member follow-ups to drive satisfaction

Requirements:
Required High School Diploma or equivalent
Effective communication and trust-building abilities
Proven customer service experience in diverse settings
Goal-oriented sales mindset for member solutions
Quick adaptability to financial technology

Utilize your skills in customer service and relationship-building to thrive in this impactful role.
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📌 Financial Services Representative In Richmond, Bc
🏢 Vancity
📍 Richmond

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