Financial Services Specialist

1 week ago


Victoria, British Columbia, Canada Vancity Full time

At Vancity, we're seeking a Financial Services Representative to join our team. As a key member of our branch operations, you will be responsible for delivering exceptional customer service and building strong relationships with members.

About the Role

This is a challenging yet rewarding role that requires a unique blend of technical skills, communication abilities, and problem-solving expertise. You will work closely with colleagues and management to ensure seamless delivery of services to our members.

Key Responsibilities
  • Perform member transactions in accordance with established standards to ensure high-quality service delivery.
  • Analyze member/prospect needs and provide tailored solutions to meet their financial goals.
  • Maintain a deep understanding of branch policies, procedures, and controls to mitigate risk and ensure compliance.
  • Leverage technology to streamline processes and enhance the member experience.
What We're Looking For

We're seeking a highly motivated individual with excellent customer service skills, a strong analytical mindset, and the ability to multitask effectively. As a Financial Services Representative, you will have:

  • A High School Diploma or equivalent qualification.
  • Proven working experience interacting with people and businesses in a professional capacity.
  • Exceptional problem-solving skills and the ability to think critically.
Why You'll Thrive Here

You'll excel in this role if you possess:

  • A problem-solving mindset, allowing you to analyze complex situations and develop creative solutions.
  • Tech-savviness, ensuring you can quickly adapt to new systems and tools.


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