Financial Services Representative; BCGEU - North

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Please note that schedules may include weekends, as branch hours vary by location. Before applying, please ensure you are available to work the opening hours for this branch.

As a Financial Services Representative
, you’ll be the first point of contact for our members – making it easier to bank with us, earning their trust, and creating a personalized member experience that makes them feel heard and valued from the moment they walk through our doors.

Whether you’re just starting out or bringing experience in financial services, this role is a great opportunity to build a meaningful career with Vancity. As a sales‑focused role grounded in advice and relationship‑building, you’ll help members achieve their goals while driving branch success.

This is a Part‑time
, temporary role based at our North Delta Community Branch (Branch 19) and will report directly to the Assistant Branch Manager
.

• Creating a welcoming atmosphere by greeting members warmly and connecting through genuine, attentive interactions
• Understanding the full picture of each member’s needs by exploring key areas such as:
  • Everyday Banking
  • Borrowing
  • Investments
  • Protection
• Providing guidance that supports members’ financial goals and connects them to the right products or specialists
• Offering tips and showing members how to use our online tools so they can manage their banking on their own
• Taking ownership of every interaction by following through on commitments, providing timely and accurate updates, and ensuring smooth, seamless hand‑offs when another team or specialist is involved
• Maintaining professionalism and proactively following up to ensure member satisfaction
• Following organizational policies and guidelines to stay compliant and mitigate risks

• Education – High School Diploma (or equivalent)
• Exceptional Communication Skills – Ability to listen, explain concepts clearly, and build trust through conversations
• Customer Service Experience – Background in retail, hospitality, or other service‑oriented roles where you’ve delivered personalized experiences
• Sales Orientation – Comfortable working toward goals and offering solutions that meet member needs
• Digital Confidence – Quick to learn and use technology, including CRM systems and digital banking tools
• Attention to Detail – Skilled at documenting interactions accurately and following compliance procedures

• Proven Sales Success – Experience exceeding goals in retail or service environments.
• Financial Services Background – Previous banking or advisory experience is a strong asset.
• Advanced Digital Skills – Comfort with multiple platforms, CRM systems, and digital engagement tools.
• Multilingual Ability – Additional languages to serve diverse communities.
• Community Engagement – Volunteer or leadership experience that demonstrates connection to community values.

• Member‑Centric – Committed to creating personalized experiences and anticipating needs.
• Sales & Advice Driven – Comfortable guiding members toward solutions that fit their goals.
• Confident Presence – Makes informed decisions and builds trust in every interaction.
• Adaptable & Resilient – Thrives in change, stays calm under pressure, and embraces challenges.
• Growth Mindset – Eager to learn, improve, and succeed in a dynamic environment.
• Accountable – Takes ownership of actions and follows through consistently.

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don’t perfectly align with those listed.

This role offers a starting salary of $27.21 per hour as per the collective agreement. Base pay may vary depending on relevant qualifications, skills, previous experience, and internal equity.

• Living Wage Employer – We’re the largest private‑sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
• Customizable Benefits – Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation – New employees start with 3‑4 weeks of vacation per year, with additional days earned over…