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 environment that reflects Vancity's values of inclusion and social justice.Key Responsibilities:Greet members warmly and foster genuine connectionsAssess members' needs in everyday banking and investmentsOffer financial guidance and connect members to servicesEducate on utilizing online banking toolsEnsure timely follow-ups to guarantee member satisfactionRequirements:High School Diploma or equivalentStrong communication and listening skillsExperience in customer service and sales rolesProficiency in digital banking tools and CRM systemsAttention to detail in documentation and complianceBring your passion for service and relationship-building to Vancity's vibrant team and support our members in achieving their financial goals.