Financial Services Representative

Position: Full-Time Financial Services Representative
Join Vancity as a Full-Time Financial Services Representative at the Fairview Community Branch, where you will connect with members and help fulfill their banking needs.

This pivotal role centers on establishing genuine relationships with our members, leveraging your customer service expertise, and providing valuable financial advice. You will explore members' needs in banking, borrowing, investments, and protection, ensuring a personalized experience that builds trust and cultivates loyalty. Your proactive engagement will drive branch performance and enhance member satisfaction.

Key Responsibilities:

• Create a welcoming atmosphere for all branch visitors

• Assess members' financial needs and offer tailored solutions

• Help members use online tools for efficient banking

• Provide timely updates and follow-up on member inquiries

• Ensure compliance with organizational policies

Requirements:

• High School Diploma or equivalent required

• Background in retail or customer service preferred

• Strong sales orientation to meet goals

• Proficiency with technology and digital platforms

• Attention to detail in compliance documentation

Utilize your sales and communication skills to support the Vancity community effectively.
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