Financial Services Representative

Vancouver, BC, Canada

Job Description


Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement. As a Financial Services Representative you will build relationships by learning more about our members while assisting them with their banking transactions. Demonstrating excellent communication and interpersonal skills you will be the trusted advisor for members who value the branch experience. This is a full time, 18 Months work assignment role located at Collingwood Community Branch and reports directly to the Assistant Branch Manager. A typical day would involve:
  • Performing member transactions consistent with established standards so that a high level of quality service delivery is achieved.
  • Identifying and assessing member/prospect needs to provide appropriate products, services and referrals.
  • Applying branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk.
  • Fully leverage and utilize the technical systems available so that the service experience for the member is efficient and seamless.
You Have:
  • A High School Diploma and/or equivalent
  • working experience interacting with people and businesses in a professional capacity with excellent customer service skills
  • Problem solving skills
Don't meet every single requirement? You don't need to. At Vancity, we are building a diverse, inclusive workplace that fosters innovation. If you're interested in this role, we encourage you to apply even if your past experiences don't perfectly align with the skills we've listed. You are:
  • A problem solver ? You have an analytical mind and can multi-task to come up with solutions
  • Tech-savvy ? People often say you?re a quick learner and great with technology & systems
  • A great communicator ? You find it easy to get to know others and have great conversations
  • Ready for a challenge ? You have a positive attitude and are able to work in a fast-paced changing environment
We offer:
  • We offer:
    • We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada
    • Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs
    • We understand that retirement means different things to different people and at Vancity we offer retirement programs to meet diverse needs
    • New employees receive between three and four weeks of vacation allowance per calendar year, and the number of vacation days grows ? to a maximum of six weeks per year ? as their length of service increases. In addition, full-time, permanent staff can purchase up to six extra days of vacation through our flexible benefits package.
    • In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.
    • We understand that retirement means different things to different people and at Vancity we offer retirement programs to meet diverse needs.
Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization. As part of this commitment we are taking action to learn more about our applicants and ask that you complete a short and anonymous Diversity Survey that will influence the design and execution of Vancity?s overall DEI initiatives and programs, one of which aims to advance our commitment to become a financial force for change and build a fair world. Please click this hyperlink to complete the Diversity Survey. Your responses are collected anonymously and will never be linked to your job application.
Please note that all shortlisted candidates for this role will be required to complete a background check which includes resume verification, credit check, criminal record check. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your needs.

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Job Detail

  • Job Id
    JD2170691
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Vancouver, BC, Canada
  • Education
    Not mentioned