Financial Services Representative Mission

Financial Services Representative Mission

06 Nov
|
Vancouver City Savings Credit Union
|
Mission

06 Nov

Vancouver City Savings Credit Union

Mission

Serve Vancity members as a Financial Services Representative at Mission Community Branch, using communication and sales skills on-site full time. Weekend availability may be required.

This permanent role welcomes candidates starting in financial services or bringing relevant experience. You will build trust, understand member needs, provide advice, and connect people with banking products or specialists. Digital banking tools and CRM systems support personalized service.

Key Responsibilities:

- Greet members warmly and create welcoming branch interactions
- Explore everyday banking, borrowing, investments, and protection needs
- Recommend suitable products, guidance, or specialist support
- Explain online tools and encourage independent banking
- Follow through, document interactions, and maintain compliance

Requirements:

- High school diploma or equivalent
- Exceptional listening and communication skills
- Customer service experience in retail, hospitality, or similar
- Comfort working toward sales goals
- Digital confidence with CRM and banking tools

Bring member-focused service, financial guidance, and accurate follow-through to Vancity’s Mission Community Branch team.

📌 Financial Services Representative Mission
🏢 Vancouver City Savings Credit Union
📍 Mission

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