Financial Services Representative - Commercial Drive

Our Story &

Purpose:

We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net‑zero by 2040 across all mortgages and loans, and we’re actively pursuing strategies in Indigenous banking and financial resilience for our members.

As the largest private sector Living Wage Employer in Canada, we’re proud to be consistently recognized as one of the country’s Top Employers. If you’re ready to join our team of 2,300 diverse individuals, access competitive rewards and benefits, and be part of a greater movement – apply today!

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. If you're eager to learn, passionate about helping people, and ready to grow with us – this could be the perfect fit.

This is a Full‑time, Permanent role based at our Commercial Drive Community Branch (Branch 12) 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…