Financial Services Representative at Vancity

Elevate member experiences as a Financial Services Representative in Surrey, BC with Vancity. Help members achieve their financial goals while building trust and providing personalized service.

This part-time, permanent role at the Cedar Hills Community Branch focuses on sales, relationship-building, and exceptional customer service. You'll be the first point of contact for members, assisting with their banking needs while ensuring a welcoming atmosphere. This position is perfect for someone eager to learn and grow in financial services.

Key Responsibilities:

• Greet members warmly upon arrival

• Identify members' needs in banking and investments

• Provide guidance to connect members with suitable products

• Educate members on digital banking tools

• Follow through on commitments to ensure satisfaction

Requirements:

• High School Diploma or equivalent

• Strong communication and listening skills

• Background in customer service or retail

• Sales-oriented mindset to achieve goals

• Detail-oriented with compliance knowledge

Become a trusted advisor and contribute to Vancity's purpose as a Financial Services Representative.
#J-18808-Ljbffr