Financial Services Representative
6 months ago
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 a **Full-time,** **12 months' work assignment **role located at** Richmond Community Branch (Br 26)** 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.
- 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
**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
**Pay range**:$23.97 to $30.90
**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
- 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 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.
Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization. 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
-
Customer Service Representative
6 months ago
Richmond, Canada BMO Financial Group Full time6088 No 3 Road Richmond British Columbia,V6Y 2B3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Customer Service Representative
1 month ago
Richmond, Canada BMO Financial Group Full time8180 No 2 Road, Unit 192 Richmond British Columbia,V7C 5K1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...
-
Customer Service Representative
6 months ago
Richmond Hill, Canada BMO Financial Group Full time11680 Yonge Street Richmond Hill Ontario,L4E 0K4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Customer Service Representative
6 months ago
Richmond Hill, Canada BMO Financial Group Full time1070 Major Mackenzie Dr E Richmond Hill Ontario,L4S 1P3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Customer Service Representative
1 week ago
Richmond Hill, Canada BMO Financial Group Full time1070 Major Mackenzie Dr E Richmond Hill Ontario,L4S 1P3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Customer Services Representative- Cantonese and
3 months ago
Richmond Hill, Canada BMO Financial Group Full time550 Highway #7 East Richmond Hill Ontario,L4B 3Z4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Customer Services Representative- Cantonese and
7 months ago
Richmond Hill, Canada BMO Financial Group Full time550 Highway #7 East Richmond Hill Ontario,L4B 3Z4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Financial Services Representative
6 months ago
Richmond, Canada Vancity Full timeVancity 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...
-
Financial Services Representative
6 months ago
Richmond, Canada Vancouver City Savings Credit Union Full timeVancity 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...
-
Financial Services Representative
6 months ago
Richmond, Canada Vancouver City Savings Credit Union Full timeVancity 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...
-
Financial Services Professional
1 week ago
Richmond Hill, Ontario, Canada MD Financial Management Full timeAt MD Financial Management, we're seeking a skilled Senior Consultant to join our team in Richmond Hill, Canada. In this exciting opportunity, you'll contribute to the success of our business strategies and objectives by providing comprehensive financial plans and investment strategies for our clients.As a Senior Consultant, your primary responsibility will...
-
Technical Service Representative
6 months ago
Richmond Hill, Canada Safeway Insurance & Financial Services Full timeSafeway Insurance has been providing insurance coverage and professional advice to our customers for over 45 years. We are currently looking for an experienced and knowledgeable individual to join our team as a technical service representative. **Responsibilities (these may vary, depending on your experience)**: - Process renewals, policy changes, and...
-
Financial Services Representative, Part-time
2 months ago
Richmond, Canada Vancouver City Savings Credit Union Full timeAs 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** part** **time, permanent **role** located at**...
-
Financial Services Representative Ii
3 weeks ago
Richmond, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
6 months ago
Richmond, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative
6 months ago
Richmond, Canada The Motor World Auto's Ltd. Full timeEducation: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - Experience: 1 year to less than 2 years **Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals - Complete credit and loan documentation -...
-
Customer Service Representative
6 months ago
Richmond, Canada CARO Analytical Services Full time**CARO Analytical Services** is an employee-owned environmental and food laboratory that provides professional analytical testing services to public and private clients throughout Western Canada. Whether supporting a client cleaning up a contaminated site, providing water quality data to ensure Canadians have access to clean water, or supporting the...
-
Customer Service Representative
2 months ago
Richmond, Canada CARO Analytical Services Full time**CARO Analytical Services** is an employee-owned environmental and food laboratory that provides professional analytical testing services to public and private clients throughout Western Canada. Whether supporting a client cleaning up a contaminated site, providing water quality data to ensure Canadians have access to clean water, or supporting the...
-
Financial Services Representative, Part-time
6 days ago
Richmond, Canada Vancouver City Savings Credit Union Full time**About Vancity** Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing...
-
Financial Services Representative
3 months ago
Richmond, Canada Vancouver City Savings Credit Union Full timeVancity 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...