On-Site Member-Focused Financial Services Rep

Vancouver City Savings Credit Union

Chilliwack

On-site

CAD 31,000 - 44,000

Full time

4 days ago
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Benefits offered by this job

Living Wage Employer
Flexible Benefits
Generous Vacation
Extra Stat Holidays
Health Coverage
Defined Benefit Pension

Job summary

Vancity is seeking a Financial Services Representative at the Chilliwack Community Branch. You will be the first point of contact, delivering personalized service and building trust as you assist members with everyday banking, borrowing, investments, and protection.

With a sales-focused mindset and strong communication, you’ll guide members to suitable products, teach online tools, and collaborate with specialists to ensure seamless service while upholding compliance and the branch’s welcoming

Qualifications

  • High School Diploma (or equivalent).
  • Excellent communication and customer service experience in retail or service roles.
  • Sales-focused mindset with ability to meet goals.
  • Digital literacy including CRM systems and online banking.
  • Attention to detail and compliance awareness.

Responsibilities

  • Be the first point of contact for members, creating a welcoming experience.
  • Understand member needs across everyday banking, borrowing, investments, and protection.
  • Guide members to suitable products and connect them with specialists.
  • Teach and promote online banking tools for self-service.
  • Follow through on commitments and maintain professional, compliant interactions.

Skills

Exceptional Communication Skills
Customer Service Experience
Sales Orientation
Digital Confidence
Attention to Detail
Multilingual Ability
Community Engagement

Education

High School Diploma (or equivalent)

Tools

CRM systems
Digital banking tools

Job description

Vancity is seeking a Financial Services Representative at the Chilliwack Community Branch. You will be the first point of contact, delivering personalized service and building trust as you assist members with everyday banking, borrowing, investments, and protection.

With a sales-focused mindset and strong communication, you’ll guide members to suitable products, teach online tools, and collaborate with specialists to ensure seamless service while upholding compliance and the branch’s welcoming

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