Vancity Financial Services Representative (British Columbia)

Vancity Financial Services Representative (British Columbia)

12 Oct
|
Vancity
|
British Columbia

12 Oct

Vancity

British Columbia

Join Vancity as a Financial Services Representative and make a difference in members' lives. This full-time position at the West End Community Branch is geared towards fostering meaningful relationships.

As a Financial Services Representative, you will be the first point of contact for members, helping them navigate financial services. This role ideal for those passionate about customer service, focuses on relationship-building and achieving sales goals while ensuring compliance. Your efforts will not only assist members in reaching their financial objectives but will also contribute to the branch's success.

Key Responsibilities:
• Greet members warmly and provide attentive interactions
• Understand members' needs across banking, borrowing, and investments




• Provide guidance on financial goals and products
• Train members on using online banking tools
• Follow up to ensure satisfaction and compliance

Requirements:
• High School Diploma or equivalent
• Solid communication skills with active listening
• Customer service background, preferably in retail or hospitality
• Sales orientation and goal achievement mindset
• Digital proficiency with CRM systems

Experience the rewarding role of a Financial Services Representative at Vancity, where fostering relationships and assisting members' financial journeys are your core focus.
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📌 Vancity Financial Services Representative (British Columbia)
🏢 Vancity
📍 British Columbia

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