Financial Services Representative - Chilliwack
Role Overview
The Financial Services Representative is the first point of contact for members, providing a personalized experience and helping them bank with confidence.
This full-time, permanent role is based at the Chilliwack Community Branch and reports to the Assistant Branch Manager.
The sales-focused role combines advice and relationship-building to support members' goals and branch success.
Key Skills for This Role
Full Job Posting
Your role
The Financial Services Representative is the first point of contact for members, providing a personalized experience and helping them bank with confidence.
This full-time, permanent role is based at the Chilliwack Community Branch and reports to the Assistant Branch Manager.
The sales-focused role combines advice and relationship-building to support members' goals and branch success.
How you will make an impact
- Welcome members and create attentive, genuine interactions.
- Explore needs across everyday banking, borrowing, investments, and protection.
- Provide guidance toward members' financial goals and connect them to appropriate products or specialists.
- Show members how to use online tools to manage banking independently.
- Follow through on commitments, provide timely and accurate updates, and ensure smooth hand-offs to other teams or specialists.
- Follow up proactively to support member satisfaction.
- Follow organizational policies and guidelines to stay compliant and mitigate risk.
What you will bring
- High school diploma or equivalent.
- Communication skills to listen, explain concepts clearly, and build trust.
- Customer service experience in retail, hospitality, or another service-oriented role.
- Sales orientation and comfort working toward goals while offering solutions that meet member needs.
- Digital confidence and ability to learn CRM systems and digital banking tools.
- Attention to detail in documenting interactions and following compliance procedures.
Additional assets
- Proven success exceeding sales goals in retail or service environments is an asset.
- Previous banking or advisory experience is a strong asset.
- Advanced digital skills across multiple platforms, CRM systems, and digital engagement tools are an asset.
- Additional languages and community volunteer or leadership experience are assets.
Schedule
- Schedules may include weekends because branch hours vary by location; candidates should be available for the branch's opening hours.
Pay
- Starting salary is $27.21 per hour.
Location and work setting
- The role is based at the Chilliwack Community Branch.
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