Financial Services Representative - West Vancouver (6-Month Contract)

Vancity • West Vancouver, BC

6d • Onsite

About The Position

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, Temporary role based at our West Vancouver Community Branch (Branch 05) and will report directly to the Assistant Branch Manager.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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

Benefits

• Competitive rewards and benefits
• 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 time.
• Extra Stat Holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
• Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees