Vancity Group
Vancity Financial Services Representative
Job Description
Elevate your career with Vancity as a Financial Services Representative at our Downtown Community Branch in Vancouver. This full-time, on-site role focuses on personalized banking and member engagement.
Engage with members as the first point of contact, fostering trust and understanding their financial needs. As a sales-focused advocate, you will provide advice on banking, borrowing, and investments, helping members achieve their goals. Your contributions will directly impact branch success while ensuring compliance with organizational policies.
Key Responsibilities:
• Welcome members with genuine interactions
• Explore financial needs in banking, investment, and protection
• Guide members to the right products and specialists
• Show members to use online banking tools
• Maintain professional follow-ups to ensure satisfaction
Requirements:
• High School Diploma or equivalent
• Customer service experience in retail or hospitality
• Strong communication s...
Engage with members as the first point of contact, fostering trust and understanding their financial needs. As a sales-focused advocate, you will provide advice on banking, borrowing, and investments, helping members achieve their goals. Your contributions will directly impact branch success while ensuring compliance with organizational policies.
Key Responsibilities:
• Welcome members with genuine interactions
• Explore financial needs in banking, investment, and protection
• Guide members to the right products and specialists
• Show members to use online banking tools
• Maintain professional follow-ups to ensure satisfaction
Requirements:
• High School Diploma or equivalent
• Customer service experience in retail or hospitality
• Strong communication s...