Current jobs related to Financial Services Representative - Penticton, British Columbia - Envision Financial

  • Financial Services Representative

    3 weeks ago

    Penticton, British Columbia, Canada Envision Financial Full time

    We are seeking a Financial Services Representative to provide exceptional member service and support at our Penticton Main Valley First branch.The ideal candidate will be responsible for:Providing front-line member service to triage and manage member needsBuilding strong relationships with current and potential membersIdentifying member life stage cycles and...

  • Financial Services Representative

    3 weeks ago

    Penticton, British Columbia, Canada Envision Financial Full time

    We are seeking a skilled Member Advisor to provide exceptional front-line service to our members. As a key member of our team, you will be responsible for identifying member needs and providing personalized financial solutions.Key Responsibilities:Member Service: Respond to member inquiries and concerns through various channels, including digital platforms...

  • Financial Services Professional

    4 weeks ago

    Penticton, British Columbia, Canada Royal Bank of Canada> Full time

    Job OpportunityOverviewRoyal Bank of Canada is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building and maintaining relationships with our high-value clients, providing them with expert advice and guidance on their financial needs.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Financial Services Professional

    1 month ago

    Penticton, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients and collaborate with RBC partners to help...

  • Financial Services Professional

    1 month ago

    Penticton, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients and collaborate with RBC partners to help...

  • Financial Services Professional

    3 weeks ago

    Penticton, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Advisor, you will build and maintain strong relationships with high-value clients, providing expert advice and guidance to help them achieve their financial goals. You will work closely with clients to understand their needs and develop personalized solutions to meet their...

  • Service Representative

    4 weeks ago

    Penticton, British Columbia, Canada Mobil Gas Bar Full time

    Job SummaryWe are seeking a Service Representative to join our team at Mobil Gas Bar. As a Service Representative, you will be responsible for providing excellent customer service, refueling vehicles, and performing minor property maintenance.Key ResponsibilitiesRefuel vehicles and ensure proper fueling procedures are followedReceive payments from customers...

  • Customer Service Representative

    2 months ago

    Penticton, British Columbia, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at BMO Financial Group. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and providing advice and guidance on financial solutions that meet their needs.Key ResponsibilitiesProvide...

  • Customer Service Representative

    2 months ago

    Penticton, British Columbia, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at BMO Financial Group. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and providing advice and guidance on financial solutions that meet their needs.Key ResponsibilitiesProvide...

  • Sales Representative

    1 month ago

    Penticton, British Columbia, Canada Kognitive Sales Solutions Full time

    About Kognitive Sales SolutionsKognitive Sales Solutions is a leading marketing agency that specializes in creating engaging experiences for consumers in-store. We are seeking highly motivated and sales-oriented individuals to join our team as Field Marketing Representatives.Job SummaryAs a Field Marketing Representative, you will be responsible for...

  • Sales Representative

    1 month ago

    Penticton, British Columbia, Canada Kognitive Sales Solutions Full time

    About Kognitive Sales SolutionsKognitive Sales Solutions is a leading marketing agency that specializes in creating engaging experiences for consumers in-store. We are seeking highly motivated and sales-oriented individuals to join our team as Field Marketing Representatives.Job SummaryAs a Field Marketing Representative, you will be responsible for...

  • Field Service Representative

    1 month ago

    Penticton, British Columbia, Canada STERIS Full time

    Job SummarySTERIS is seeking a highly skilled Field Service Representative to join our team. As a Field Service Representative, you will be responsible for providing exceptional customer service and technical support to our customers in the healthcare industry.Key ResponsibilitiesProvide on-site preventative maintenance, troubleshooting, repair, and...

  • Field Service Representative

    1 month ago

    Penticton, British Columbia, Canada STERIS Full time

    Job SummarySTERIS is seeking a highly skilled Field Service Representative to join our team. As a Field Service Representative, you will be responsible for providing exceptional customer service and technical support to our customers in the healthcare industry.Key ResponsibilitiesProvide on-site preventative maintenance, troubleshooting, repair, and...

  • Customer Service Representative

    7 days ago

    Penticton, British Columbia, Canada Save-On-Foods Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Customer Service Representative to join our team at Save-On-Foods. As a Customer Service Representative, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and well-stocked department.Key Responsibilities:Provide outstanding...

  • Customer Service Representative

    2 weeks ago

    Penticton, British Columbia, Canada Canadian Tire - Penticton, BC (Store 351) Full time

    Customer Service RepresentativeAt Canadian Tire - Penticton, BC (Store 351), we are seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our sales floor team, you will be responsible for providing exceptional customer service, handling customer inquiries, and ensuring a seamless shopping...

  • Customer Service Representative

    3 weeks ago

    Penticton, British Columbia, Canada McDonald's Full time

    About the Role:We are seeking a Customer Service Representative to join our team at McDonald's Canada. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our guests, taking orders and processing payments, and working effectively with peers and managers.Key Responsibilities:Greet guests and take orders...

  • Financial Services Associate

    2 months ago

    Penticton, British Columbia, Canada IG Wealth Management Full time

    About the RoleAs a Financial Services Associate at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams with their financial planning practices. Your primary responsibility will be to provide a full range of financial products and services to our clients, ensuring their financial planning needs are...

  • Financial Services Associate

    2 months ago

    Penticton, British Columbia, Canada IG Wealth Management Full time

    About the RoleAs a Financial Services Associate at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams with their financial planning practices. Your primary responsibility will be to provide a full range of financial products and services to our clients, ensuring their financial needs are met and...

  • Financial Services Associate

    2 months ago

    Penticton, British Columbia, Canada IG Wealth Management Full time

    About the RoleAs a Financial Services Associate at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams with their financial planning practices. Your primary responsibility will be to provide a full range of financial products and services to our clients, ensuring their financial needs are met and...

  • Financial Services Associate

    2 months ago

    Penticton, British Columbia, Canada IG Wealth Management Full time

    About the RoleAs a Financial Services Associate at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams with their financial planning practices. Your primary responsibility will be to provide a full range of financial products and services to our clients, ensuring their financial planning needs are...

Financial Services Representative

2 months ago

Penticton, British Columbia, Canada Envision Financial Full time
Member Advisor Role

We are seeking a skilled Member Advisor to provide exceptional service to our members at our Cherry Lane Valley First branch in Penticton, BC.

Key Responsibilities:
  • Member Service: Provide personalized support to members through digital channels and in-branch interactions, identifying their financial needs and offering tailored solutions.
  • Member Transactions: Process a range of member transactions, including account openings, debit/credit card applications, and deposits, while promoting digital banking adoption.
  • Branch Goals: Contribute to achieving annual branch objectives by promoting First West products and services, participating in branch campaigns, and seeking cross-sell and referral opportunities.
  • Other Responsibilities: Stay up-to-date on industry developments, regulatory changes, and company policies, and participate in process improvement initiatives to enhance member experience and organizational efficiency.
  • Branch/Team Support: Collaborate with team members to build a positive and diverse work environment, provide support and mentorship, and address communication issues efficiently.
Requirements:
  • High School Diploma required
  • Completion of FW Sales Essentials Course within 6 months of hire required
  • Must complete the internal First West certification program specific to this role within the required timeframe
  • College, Trade or Tech School Diploma (2 years) preferred
  • 2 years of retail/customer service experience or equivalent required
  • Sales and cash handling experience preferred
  • Demonstrated ability to identify needs and recommend products and services to members
  • Strong interpersonal skills and ability to build relationships with current and potential members
  • Demonstrated ability to be positive, flexible to change and work in a busy environment
  • Proficient in computer software programs, including Microsoft Office
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures

Pay Transparency: Salary Range: $43,000 - $48,700