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 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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