Financial Services Representative - North Vancouver

Vancity • District of North Vancouver, BC

9d • Onsite

About The Position

Vancity is a member-owned credit union built on principles of inclusion and social justice, committed to becoming net-zero by 2040 and actively pursuing strategies in Indigenous banking and financial resilience. Recognized as a Top Employer and the largest private sector Living Wage Employer in Canada, Vancity offers a competitive environment for its 2,300 diverse employees. As a Financial Services Representative, you will serve as the initial point of contact for members, focusing on building trust and delivering a personalized banking experience. This part-time, permanent, sales-focused role, based at the North Vancouver Community Branch, emphasizes advice and relationship-building to help members achieve their financial goals and contribute to branch success. It is an opportunity for individuals starting their careers or those with existing financial services experience to grow with Vancity.

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

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