Financial Services Representative

1 week ago


Victoria, British Columbia, Canada Envision Financial Full time

We are seeking a Financial Services Representative to provide exceptional member service and support to our clients.

The ideal candidate will be responsible for:

  • Providing front-line member service and support through various digital channels and in-person interactions.
  • Building strong relationships with current and potential members by identifying their financial needs and providing personalized solutions.
  • Processing a range of member transactions, including account openings, debit/credit card applications, and deposits.
  • Supporting the achievement of annual branch goals and objectives by promoting First West products and services, participating in branch campaigns, and identifying cross-sell and referral opportunities.
  • Staying knowledgeable about emerging issues, evolving regulations, and industry codes of conduct to protect the interests of the organization.

Required skills and experience include:

  • High school diploma required
  • Completion of FW Sales Essentials Course within 6 months of hire required
  • 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

First West is an equal opportunities employer and welcomes applications from diverse candidates.



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