Financial Services Representative - Commercial Drive

Vancouver City Savings Credit Union; Vancouver; On-site; CAD 31,000 - 44,000; Part time

Job summary

Vancouver City Savings Credit Union is hiring a Financial Services Representative for our Commercial Drive Community Branch. You will be the first point of contact, helping members with everyday banking needs and guiding them toward suitable products. The role emphasizes relationship-building, accuracy, and compliance.

The position is part-time, on-site, reporting to the Assistant Branch Manager. Schedules may include weekends and branch hours vary by location; prior retail or service experience

Qualifications

• Education: High School Diploma or equivalent.
• Exceptional Communication Skills and the ability to explain concepts clearly.
• Customer service experience in retail, hospitality, or service roles.
• Sales-oriented mindset with goal-driven approach.
• Digital confidence with technology and online banking tools.
• Attention to detail and adherence to compliance procedures.

Responsibilities

• Greet members and create a welcoming atmosphere.
• Understand member needs by exploring everyday banking, borrowing, investments, and protection.
• Provide guidance and connect members to the right products or specialists.
• Teach members to use online tools and self-serve options.
• Own interactions; follow through on commitments and provide timely updates.
• Maintain professionalism and follow policies to mitigate risks.
• Ensure accurate documentation of interactions and hand-offs.

Skills

Exceptional Communication Skills

Customer Service Experience

Sales Orientation

Digital Confidence

Attention to Detail

Education – High School Diploma

Education

High School Diploma

Tools

CRM systems

Job description

Job Category: Service

Requisition Number: FINAN007893

• Posted : October 14, 2026
• Part-Time
• On-site
• Rate : $27.21 CAD per hour

Locations

Showing 1 location

Description

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. You can find this information here: Find a Vancity branch or ATM - Vancity.

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!

Your Role in Supporting Our Members:

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 Part-time, Permanent role based at our Commercial Drive Community Branch (Branch 12) 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. Base pay offered may vary depending on factors such as relevant qualifications