Financial Services Representative - Fairview

Vancity; Vancouver; On-site; CAD 32,000 - 43,000; Full time

Benefits offered by this job

Living Wage Employer

Customizable benefits

Generous vacation

Extra stat holidays

Immediate health coverage

Defined benefit pension

Job summary

Vancity is hiring a Financial Services Representative at the Fairview Community Branch (Branch 08). You’ll be the first point of contact for members, delivering a personalized experience while guiding them through Everyday Banking, borrowing, investments and protection products.

This role combines sales with trusted relationship-building and ongoing member support. You’ll thrive by listening, learning, and adapting to member needs, using digital tools, and following compliance procedures to

Qualifications

• Bacheloring in-person customer service experience is valued.
• Strong communication and listening skills to build trust with members.
• Sales-focused mindset with ability to explain products clearly.
• Comfort with technology, CRM systems, and digital banking tools.
• Detail-oriented documentation and compliance awareness.

Responsibilities

• Greet members warmly and build rapport to understand needs.
• Explore areas like Everyday Banking, Borrowing, Investments, and Protection to tailor solutions.
• Guide members to appropriate products or specialists.
• Show members how to use online tools for banking autonomy.
• Own interactions, provide timely updates, and coordinate hand-offs with other teams.
• Maintain professionalism and follow up to ensure satisfaction.
• Follow organizational policies to manage risk and stay compliant.

Skills

Exceptional communication

Customer service

Sales orientation

Digital confidence

Attention to detail

Multilingual ability

Community engagement

Education

High School Diploma

Job 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.

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 Full-time, Permanent role based at our Fairview Community Branch (Branch 08) 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.

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, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

Why You’ll Love Working Here:

A career at Vancity is more than just a job, you’re joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

• 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.

Vancity Talent Programs:

Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting.

We are also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at [e-mail]. We’re here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.