Financial Services Representative

1 month ago

Kelowna, British Columbia, Canada Envision Financial Full time
Job Summary

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Envision Financial. As a Financial Services Representative, you will be responsible for providing exceptional customer service and support to our members, helping them to achieve their financial goals and objectives.

Key Responsibilities
  • Provide personalized financial services and support to members, including account opening, loan applications, and other financial transactions.
  • Build and maintain strong relationships with members, understanding their financial needs and providing tailored solutions.
  • Work closely with other team members to ensure seamless delivery of financial services and support.
  • Stay up-to-date with product and service offerings, as well as industry trends and developments.
  • Meet or exceed sales and referral targets, while maintaining a high level of customer satisfaction.
Requirements
  • High school diploma or equivalent required.
  • Completion of Envision Financial's Sales Essentials Course within 6 months of hire.
  • 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.
What We Offer

Envision Financial offers a competitive salary range of $22.05 - $24.97, as well as a comprehensive benefits package, including health, dental, and vision coverage, as well as a retirement savings plan. We also offer opportunities for professional development and growth, as well as a dynamic and supportive work environment.

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