Build member relationships through financial advice and sales at Vancity's 4th Avenue Community Branch, with digital banking and customer service skills.
As a full-time, permanent Financial Services Representative, you will welcome members and understand their needs across everyday banking, borrowing, investments, and protection. Reporting to the Assistant Branch Manager, you will support financial goals while contributing to branch success. Schedules may include weekends according to branch hours.
Key Responsibilities:
- Greet members warmly and create welcoming interactions
- Explore member needs across key financial areas
- Recommend products, specialists, and suitable guidance
- Demonstrate online tools and digital banking resources
- Follow through on commitments and member updates
Requirements:
- High school diploma or equivalent
- Customer service experience in retail, hospitality, or similar roles
- Clear communication and relationship-building abilities
- Comfort working toward sales goals
- Digital confidence with CRM and banking tools
Bring attentive service, financial guidance, sales orientation, and digital confidence to Vancity member interactions at 4th Avenue.
Vancity Financial Services Representative in Vancouver employer: Vancity
Vancity is an exceptional employer that prioritizes employee growth and collaboration in a supportive hybrid work environment. As a Growth Marketing Lead, you'll not only drive impactful marketing strategies in the Wealth & Investing sector but also benefit from a culture that values innovation and teamwork, ensuring your contributions are recognized and rewarded. With a commitment to community and member-focused initiatives, Vancity offers a unique opportunity to make a meaningful impact while advancing your career.
