Financial Services Representative; BCGEU - Cedar Hills
Job Description & How to Apply Below
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.
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.
This is a Part‑time, Permanent role based at our Cedar Hills Community Branch (Branch 44) and will report directly to the Assistant Branch Manager.
How You’ll Make an Impact
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
What You’ll Bring to the Team
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
Extra Skills That Set You Apart
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.
You’ll Thrive Here If You Are
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.
What You’ll Earn
This role offers a starting salary of $27.21 per hour as per the collective agreement. Base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.
Why You’ll Love Working Here
A career at Vancity is more than just a job; you’re joining a tradition of change‑makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:
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…
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