Vancity seeks a Financial Services Representative with communication and sales skills for full-time, permanent, on-site work at 4th Avenue Community Branch.
You will be the first point of contact for members, creating personalized experiences while supporting branch success. The position involves advice, relationship-building, digital banking tools, and CRM systems. You will explore everyday banking, borrowing, investments, and protection needs, then connect members with appropriate solutions or specialists.
Key Responsibilities:
- Greet members warmly and create welcoming branch interactions
- Explore members' everyday banking, borrowing, investment, and protection needs
- Provide guidance aligned with members' financial goals
- Demonstrate online tools for independent banking management
- Follow through on commitments and specialist hand-offs
Requirements:
- High School Diploma or equivalent
- Exceptional communication and listening skills
- Customer service experience in retail, hospitality, or similar
- Comfort working toward sales goals and offering solutions
- Digital confidence with CRM and banking tools
Build trusted member relationships at Vancity through financial guidance, personalized service, digital confidence, and accurate follow-through.
Vancity Financial Services Representative in Burnaby employer: Vancouver City Savings Credit Union
Vancity is an exceptional employer that fosters a collaborative and innovative work culture, perfect for those looking to make a meaningful impact in the financial sector. With a strong commitment to employee growth, Vancity offers ample opportunities for professional development and encourages a healthy work-life balance through its hybrid remote work model. Join us in shaping the future of payment products while being part of a community-focused organization that values diversity and inclusion.
Contact Details:
Vancouver City Savings Credit Union Recruitment Team
