Financial Services Representative
3 weeks ago
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 needs
- Building strong relationships with current and potential members
- Identifying member life stage cycles and providing financial advice or referrals
- Processing a full range of member transactions, including account openings and deposits
- Supporting achievement of annual branch goals and objectives
Required skills and experience include:
- High School Diploma
- Completion of FW 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
- Sales and cash handling experience preferred
As a Financial Services Representative, you will have the opportunity to work in a dynamic and fast-paced environment, providing exceptional member service and support while achieving individual and team goals.
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Financial Services Representative
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Penticton, British Columbia, Canada Envision Financial Full timeWe 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...
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Financial Services Professional
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Financial Services Professional
1 month ago
Penticton, British Columbia, Canada Royal Bank of Canada> Full timeJob 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...
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Financial Services Professional
3 weeks ago
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Service Representative
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Sales Representative
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Field Service Representative
1 month ago
Penticton, British Columbia, Canada STERIS Full timeJob 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...
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Customer Service Representative
1 week ago
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Customer Service Representative
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Penticton, British Columbia, Canada Canadian Tire - Penticton, BC (Store 351) Full timeCustomer 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...
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Customer Service Representative
3 weeks ago
Penticton, British Columbia, Canada McDonald's Full timeAbout 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...
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Financial Services Associate
2 months ago
Penticton, British Columbia, Canada IG Wealth Management Full timeAbout 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...
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Financial Services Associate
2 months ago
Penticton, British Columbia, Canada IG Wealth Management Full timeAbout 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...
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Financial Services Coordinator
2 months ago
Penticton, British Columbia, Canada IG Wealth Management Full timeAssociate Financial Advisor OpportunityAt IG Wealth Management, we are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team. As an Associate Financial Advisor, you will play a critical role in supporting our Senior Financial Advisors and their teams in delivering exceptional client service and financial planning...
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Field Service Representative
4 weeks ago
Penticton, British Columbia, Canada STERIS Full timeJob Title: Field Service RepresentativeSTERIS is seeking a highly skilled and experienced 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 medical device industry.Key Responsibilities:Provide on-site technical...
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Financial Services Professional
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Financial Services Associate
2 months ago
Penticton, British Columbia, Canada IG Wealth Management Full timeAssociate Role at IG Wealth ManagementAs a key member of our team, you will provide exceptional support to our Senior Financial Advisors and their clients, delivering a comprehensive range of financial products and services.Key Responsibilities:Gather and input client data into financial planning software, ensuring accuracy and efficiency.Prepare engaging...
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Customer Service Representative
4 weeks ago
Penticton, British Columbia, Canada Jasmeet Kaur Dhaliwal, Baljeet Singh Dhaliwal Full timeWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Jasmeet Kaur Dhaliwal, Baljeet Singh Dhaliwal. As a key member of our front desk team, you will be responsible for providing exceptional customer service to our clients and the public.Key ResponsibilitiesAnswer and direct phone calls, respond to emails,...
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Financial Services Associate
4 weeks ago
Penticton, British Columbia, Canada IG Wealth Management Full timeJob Title: AssociateAs a key member of our team, you will play a vital role in supporting our Senior Financial Advisors and their teams in delivering exceptional financial planning services to our clients. Your primary responsibility will be to provide administrative support, ensuring that our clients receive the highest level of service and attention to...
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Food Service Representative
4 weeks ago
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Customer Service Representative
4 weeks ago
Penticton, British Columbia, Canada beBee Professionals Full time $25,000 - $35,000Job OpportunityWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at beBee Professionals in Penticton. As a key member of our sales team, you will be responsible for managing customer transactions, maintaining a clean and organized checkout area, and providing exceptional customer service.Key...