Vancity Financial Services Representative

Become a vital part of Vancity's mission as a Financial Services Representative at the Blundell Centre Community Branch in Richmond, BC. Focus on personalized member experiences while providing tailored financial advice and support.

In this full-time, temporary role, you will be the first point of contact for members, enhancing their banking experience through attentive service. Bring your customer service background and eagerness to grow in the financial services sector. This role prioritizes building relationships focused on sales and advice.

Key Responsibilities:

• Greet members warmly to create a welcoming atmosphere

• Explore members' needs in everyday banking, borrowing, and investments

• Provide guidance to help achieve members' financial goals

• Educate members on using digital banking tools effectively

• Follow through on promises to ensure member satisfaction

Requirements:

• High School Diploma or equivalent

• Strong communication and listening skills

• Customer service experience in retail or hospitality

• Sales orientation toward meeting member needs

• Digital confidence with banking tools and CRM

Leverage your communication and service skills to foster member connections at Vancity.