Financial Services Representative

1 week ago

Victoria, Canada Vancity Full time

Do you consider yourself a great communicator, have at least one year of customer service experience and like interacting with people? Use these skills to provide our members with solutions to support their short and long-term financial well-being Financial Services Representatives ensure that our members experience an engaging, accurate and efficient delivery of service, all while helping Vancity redefine wealth, consistent with branch objectives.

**The Role**: Financial Services Representative

As an FSR, you will demonstrate excellence in customer service through solid communication and interpersonal skills, as you engage face-to-face with our membership. You’ll build strong relationships by learning more about our members while assisting them with their banking transactions—such as cheque deposits, cash handling, bank drafts and wires. You'll be navigating multiple computer systems, complying with processes and policies, all while having a quality conversation with our members. You'll be the trusted advisor among members who value the branch experience and choose to come in person for their banking needs and seek personalized advice.

**The Team**:

- The Financial Services Representative reports directly into the Assistant Branch Manager.

**A typical day would involve**:

- Performing member transactions consistent with established standards so that a high level of quality service delivery is achieved.
- Identifying and assessing member/prospect needs to provide appropriate products, services and referrals.
- Fully leverage and utilize the technical systems available so that the service experience for the member is efficient and seamless.

**You are**:

- A problem solver - You have an analytical mind and can multi-task to come up with solutions
- Tech-savvy - People often say you’re a quick learner and great with technology & 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

**You Have**:

- A High School Diploma - At a minimum, you have graduated high school and/or equivalent
- Customer Service Experience - At least 1 year of working experience interacting with people and businesses in a professional capacity

**Bonus Points**:

- Post-secondary coursework
- Banking and/or call center experience would be an asset

**About Vancity**:

- Our vision is a transformed economy that protects the earth and guarantees equity for all. As a values-based financial co-operative, we are committed to transforming how banking is done by helping our members and local communities thrive financially, socially and environmentally with impact to make our world a better place.
- We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits.
- Start your Vancity career journey with us even if you're new to financial services We encourage opportunities to learn & develop to prepare you for career success, which in turn continuously impresses how we serve our membership.
- We value integrity, innovation, Responsibility and Reconciliation.
- Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization

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