Part Time Financial Services Representative
Job in
Surrey, BC, Canada
Listed on 2026-06-12
Listing for:
Vancity (2.0)
Part Time
position Listed on 2026-06-12
Job specializations:
-
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service -
Finance & Banking
Banking & Finance, Bank Customer Service, Financial Sales
Job Description & How to Apply Below
In this essential role, you'll be the first point of contact for members, assisting them with their banking needs. Your expertise in everyday banking, investments, and lending products is key to helping members achieve their goals. Ideal for individuals eager to start or grow in financial services, this position emphasizes relationship building and sales orientation.
Key Responsibilities:
• Greet members warmly and create welcoming interactions
• Assess members' financial needs effectively
• Provide guidance on account products and services
• Show users how to manage their banking online
• Follow through on commitments, ensuring member satisfaction
Requirements:
• High School Diploma or equivalent
• Exceptional communication and customer service skills
• Experience in retail or service-oriented roles
• Comfortable working towards sales goals
• Attention to detail in documenting interactions
Bring your skills and customer-focused approach to Vancity, where you’ll make a meaningful impact in members’ financial journeys.
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