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Senior Financial Services Representative at Vancity
Job Description & How to Apply Below
In this full-time, permanent role at Vancity, you will manage member transactions, identify their needs, and provide personalized financial advice. Your expertise will support both new and existing staff to maintain exceptional member experiences and compliance with service standards.
Key Responsibilities:
• Manage member transactions with efficiency and accuracy
• Identify member needs and provide suitable products and referrals
• Offer ongoing support to service team members
• Ensure adherence to branch policies and service standards
• Mitigate risk through effective compliance controls
Requirements:
• High School Diploma or equivalent
• Minimum 1 year of customer service experience
• Advanced understanding of Vancity's policies and services
• Background in call center or branch roles is a plus
• Technical proficiency with financial software and systems
Bring your knowledge, problem-solving abilities, and communication skills to Vancity and redefine wealth for our members.
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Position Requirements
10+ Years
work experience
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