Financial Services Representative (BCGEU) - Branch 27

Vancity; Surrey; On-site; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Flexible benefits package

Vacation allowance up to six weeks

Care days for personal illness

Three additional statutory holidays

Job summary

Join a forward-thinking credit union as a Financial Services Representative, where you'll engage with members and assist them in their banking needs. This role emphasizes building relationships and delivering exceptional service in a fast-paced environment. With a commitment to inclusion and social justice, this organization is dedicated to making a positive impact in the community. You'll enjoy a supportive workplace that values diversity and offers a range of benefits, including generous vacation time and opportunities for personal growth. If you're a great communicator with a passion for helping others, this is the perfect opportunity for you.

Qualifications

• Minimum high school diploma required with customer service experience.
• Strong communication and analytical skills are essential.

Responsibilities

• Assist members with banking transactions while ensuring quality service.
• Identify member needs to provide appropriate products and referrals.

Skills

Analytical Skills

Communication Skills

Customer Service

Problem Solving

Tech-savvy

Education

High School Diploma

Post-secondary coursework

Job description

Financial Services Representative (BCGEU) - Branch 27

Job Category: Customer Service & Call Centre

Requisition Number: FINAN005994

Posted: April 16, 2025

Employment Type: Full-Time, On-site

Location

Newton Community Branch
7555 King George Blvd.
Surrey, BC V3W5A8, CAN

Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.

As a Financial Services Representative, you will build relationships by learning more about our members while assisting them with their banking transactions. Demonstrating excellent communication and interpersonal skills, you will be the trusted advisor for members who value the branch experience.

This is a Full-time, Permanent role located at Newton Community Branch (Br 27) and reports directly to the Assistant Branch Manager.

A typical day would involve:

• Performing member transactions consistent with established standards so that a high level of quality service delivery is achieved.
• Identifying and assessing member/prospect needs to provide appropriate products, services, and referrals.
• Applying branch service standards, policies, procedures, and controls to meet compliance requirements and mitigate risk.
• Fully leveraging and utilizing the technical systems available so that the service experience for the member is efficient and seamless.

You are:

• A problem solver – You have an analytical mind and can multi-task to come up with solutions.
• Tech-savvy – People often say you’re a quick learner and great with technology & systems.
• A great communicator – You find it easy to get to know others and have great conversations.
• Ready for a challenge – You have a positive attitude and are able to work in a fast-paced changing environment.

You Have:

• A High School Diploma – At a minimum, you have graduated high school and/or equivalent.
• Customer Service Experience – At least 1 year of working experience interacting with people and businesses in a professional capacity.

Bonus Points:

• Post-secondary coursework.

Pay Rate: As this is a union role, the salary will be as per the collective agreement salary grid starting at $23.97 (Grp 2 Step 1).

**Posting Deadline:** Posted until position is filled.

Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs. New employees receive between three and four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year — as their length of service increases. In addition, full-time, permanent staff can purchase up to six extra days of vacation through our flexible benefits package.

In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.

At Vancity, we’re dedicated to being an inclusive, anti-racist organization with a workforce that reflects the diversity of the communities we serve. 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.

Please note that all shortlisted candidates for this role will be required to complete a background check which includes resume verification, credit check, and criminal record check. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your needs.

We are committed to providing an inclusive and accessible recruitment experience for all candidates. If you require any accommodations at any stage of the recruitment process, please reach out to our Talent Acquisition team at [e-mail] for confidential support. In-person assistance is also available. We will collaborate with you to ensure your needs are met promptly and effectively.