Build trusted member relationships at Vancity as a Branch Banking Advisor focused on financial guidance, sales, and personalized service. This full-time temporary position is on-site at Main Street Community Branch.
As a first point of contact, you will make banking easier while helping members pursue their goals. The work spans everyday banking, borrowing, investments, and protection, with guidance tailored to individual needs. You will also support digital banking adoption, accurate documentation, compliance, and smooth collaboration with specialists.
Key Responsibilities:
- Create welcoming experiences through attentive member conversations
- Understand members’ complete financial needs and priorities
- Guide members toward suitable products and specialists
- Teach online tools for independent banking management
- Maintain accurate follow-up, compliance, and timely communication
Requirements:
- High school diploma or equivalent education
- Explicit communication skills that build trust
- Personalized customer service experience in service-oriented environments
- Sales orientation and comfort pursuing goals
- Attention to detail with compliance procedures
Use relationship-building, financial services knowledge, sales orientation, and digital skills to support Vancity members from the branch.