Vancity Part-Time Financial Services

Position: Vancity Part-Time Financial Services Role
Join Vancity as a Financial Services Representative and be the vital first point of contact for members in Surrey, BC. Deliver exceptional customer service while helping members navigate their financial journey.

In this part-time, permanent position at Cedar Hills Community Branch, you will play a crucial role in establishing trust and rapport with our members. Focus on building personalized experiences while assisting with various banking services, lending, and investments. This role provides an excellent opportunity for individuals keen on developing their career in financial services.

Key Responsibilities:

• Welcome members and foster engaging interactions

• Assess members' financial needs effectively

• Connect members to appropriate financial products

• Offer training on online banking tools

• Ensure smooth transitions to specialists when needed

Requirements:

•

Education:

High School Diploma or equivalent

• Proven communication and relationship-building skills

• Prior experience in customer service roles

• Goal-oriented with a sales-focused approach

• Proficient in compliance and detail management

Embrace the chance to make a meaningful impact as a Financial Services Representative at Vancity!
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