Financial Services Representative

5 days ago

Surrey, British Columbia, Canada Vancity Full time

About the Role

Vancity is seeking a skilled Financial Services Representative to join our team. As a key member of our branch team, you will be responsible for providing exceptional service to our members, identifying their needs, and offering tailored solutions.

Key Responsibilities

  • Perform member transactions with a high level of quality service delivery.
  • Assess member/prospect needs to provide appropriate products, services, and referrals.
  • Apply branch service standards, policies, procedures, and controls to meet compliance requirements and mitigate risk.
  • Utilize technical systems to provide an efficient and seamless service experience for members.

Requirements

  • 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.

What We're Looking For

  • A problem solver – You have an analytical mind and can multi-task to come up with solutions.
  • Tech-savvy – You're a quick learner and great with technology and 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.

Compensation

As a union role, the salary will be as per the collective agreement salary grid starting at $23.97 (Grp 2 Step 1).

  • Financial Services Representative

    2 weeks ago

    Surrey, British Columbia, Canada G&F Financial Group Full time

    About G&F Financial GroupG&F Financial Group, a leading financial institution, is seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a Money Advisor, you will play a critical role in providing exceptional service to our members, helping them achieve their financial goals, and driving business growth.Key...

  • Financial Services Representative

    2 weeks ago

    Surrey, British Columbia, Canada G&F Financial Group Full time

    About G&F Financial GroupG&F Financial Group, a leading financial institution, is seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a Money Advisor, you will play a critical role in providing exceptional service to our members, helping them achieve their financial goals, and driving business growth.Key...

  • Financial Services Representative

    3 weeks ago

    Surrey, British Columbia, Canada G&F Financial Group Full time

    About G&F Financial GroupG&F Financial Group, a leading financial institution, is seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a Money Advisor, you will play a vital role in providing exceptional service to our members, helping them achieve their financial goals, and building long-lasting...

  • Financial Services Representative

    2 weeks ago

    Surrey, British Columbia, Canada G&F Financial Group Full time

    About G&F Financial GroupG&F Financial Group, a leading financial institution, is seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a Money Advisor, you will play a vital role in providing exceptional service to our members, helping them achieve their financial goals, and building long-lasting...

  • Financial Services Representative

    5 days ago

    Surrey, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's communities. Our mission is to empower individuals and families to achieve financial wellness through innovative products and services.Job SummaryWe are seeking a highly motivated and customer-focused Money Advisor to join...

  • Financial Services Representative

    5 days ago

    Surrey, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's communities. Our mission is to empower individuals and families to achieve financial wellness through innovative products and services.Job SummaryWe are seeking a highly motivated and customer-focused Money Advisor to join...

  • Financial Services Advisor

    3 weeks ago

    Surrey, British Columbia, Canada Western Financial Group Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Western Financial Group. As an Insurance Sales Representative, you will play a key role in providing exceptional customer service and sales support to our clients.Key ResponsibilitiesProvide quotes and sell new policies to customers, building...

  • Financial Services Advisor

    2 weeks ago

    Surrey, British Columbia, Canada Western Financial Group Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Western Financial Group. As an Insurance Sales Representative, you will play a key role in providing exceptional customer service and sales support to our clients.Key ResponsibilitiesProvide quotes and sell new policies to customers, building...

  • Financial Services Representative

    1 week ago

    Surrey, British Columbia, Canada Coast Capital Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Coast Capital Savings. As a key member of our branch team, you will be responsible for delivering exceptional customer experiences and providing expert advice on our range of financial products and services.Key ResponsibilitiesProvide...

  • Financial Services Representative

    1 week ago

    Surrey, British Columbia, Canada Coast Capital Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Coast Capital Savings. As a key member of our branch team, you will be responsible for delivering exceptional customer experiences and providing expert advice on our range of financial products and services.Key ResponsibilitiesProvide...

  • Financial Services Representative

    4 days ago

    Surrey, British Columbia, Canada Vancity Full time

    About the RoleVancity is seeking a skilled Financial Services Representative to join our team. As a key member of our branch team, you will be responsible for providing exceptional service to our members, identifying their needs, and offering tailored solutions.Key ResponsibilitiesPerform member transactions with a high level of quality service...

  • Financial Services Representative

    4 days ago

    Surrey, British Columbia, Canada Vancity Full time

    About the RoleVancity is seeking a skilled Financial Services Representative to join our team. As a key member of our branch team, you will be responsible for providing exceptional service to our members, identifying their needs, and offering tailored solutions.Key ResponsibilitiesPerform member transactions with a high level of quality service...

  • Financial Services Representative

    3 days ago

    Surrey, British Columbia, Canada Vancity Full time

    About the RoleVancity is seeking a skilled Financial Services Representative to join our team. As a key member of our branch team, you will be responsible for providing exceptional service to our members, identifying their needs, and offering tailored solutions.Key ResponsibilitiesPerform member transactions with a high level of quality service...

  • Financial Services Representative

    3 days ago

    Surrey, British Columbia, Canada Vancity Full time

    About the RoleVancity is seeking a skilled Financial Services Representative to join our team. As a key member of our branch team, you will be responsible for providing exceptional service to our members, identifying their needs, and offering tailored solutions.Key ResponsibilitiesPerform member transactions with a high level of quality service...

  • Financial Services Representative

    14 hours ago

    Surrey, British Columbia, Canada Vancity Full time

    About the RoleVancity is seeking a skilled Financial Services Representative to join our team. As a key member of our branch team, you will be responsible for providing exceptional service to our members, identifying their needs, and offering tailored solutions.Key ResponsibilitiesPerform member transactions with a high level of quality service...

  • Financial Services Representative

    17 hours ago

    Surrey, British Columbia, Canada Vancity Full time

    About the RoleVancity is seeking a skilled Financial Services Representative to join our team. As a key member of our branch team, you will be responsible for providing exceptional service to our members, identifying their needs, and offering tailored solutions.Key ResponsibilitiesPerform member transactions with a high level of quality service...

  • Customer Service Representative

    2 weeks ago

    Surrey, British Columbia, Canada 1262396 BC LTD. Full time

    About the RoleWe are seeking a highly skilled Customer Service Representative to join our team at 1262396 BC LTD. as a key member of our financial services team.Key ResponsibilitiesTransaction ProcessingBalance daily transactions to ensure accurate financial recordsOpen and close personal and commercial accounts in a timely and efficient mannerProcess...

  • Customer Service Representative

    2 weeks ago

    Surrey, British Columbia, Canada 1262396 BC LTD. Full time

    About the RoleWe are seeking a highly skilled Customer Service Representative to join our team at 1262396 BC LTD. as a key member of our financial services team.Key ResponsibilitiesTransaction ProcessingBalance daily transactions to ensure accurate financial recordsOpen and close personal and commercial accounts in a timely and efficient mannerProcess...

  • Financial Services Representative

    3 weeks ago

    Surrey, British Columbia, Canada CB Canada Full time

    Job SummaryWe are seeking a highly motivated and experienced Dealing Representative to join our team at CB Canada. As a key member of our organization, you will be responsible for driving business growth and developing strong relationships with clients.Key ResponsibilitiesDevelop and execute a sales strategy to meet annual targets and drive business...

  • Senior Financial Consultant

    2 weeks ago

    Surrey, British Columbia, Canada MD Financial Management Full time

    About the RoleWe are seeking a highly skilled Senior Financial Consultant to join our team at MD Financial Management. As a key member of our team, you will play a critical role in providing expert financial advice to our clients and helping them achieve their financial goals.Key ResponsibilitiesContribute to the overall success of our client value...