Become the first point of contact for members as a Financial Services Representative at Vancity. This full time role focuses on building relationships and providing tailored guidance to support member needs and financial goals.

Vancity is a member-owned credit union seeking a Financial Services Representative for its Blundell Centre Community Branch. In this role, you will engage with members to understand their financial needs across banking, borrowing, and investments.

Your commitment to exceptional service will create a welcoming workplace that reflects Vancity's values of inclusion and social justice.

Key Responsibilities:
Greet members warmly and foster genuine connections
Assess members' needs in everyday banking and investments




Offer financial guidance and connect members to services
Educate on utilizing online banking tools
Ensure timely follow-ups to guarantee member satisfaction

Requirements:
High School Diploma or equivalent
Robust communication and listening skills
Experience in customer service and sales roles
Proficiency in digital banking tools and CRM systems
Attention to detail in documentation and compliance

Bring your passion for service and relationship-building to Vancity's vibrant team and support our members in achieving their financial goals.

📌 Financial Services Representative At Vancity Richmond (Canada)
🏢 Vancity
📍 Canada