Part-Time Financial Services Advisor – Member Support

Vancity; Surrey; Hybrid; CAD 55,000 - 65,000; Part time

Benefits offered by this job

Living Wage Employer

Flexible benefits

Generous Vacation

Extra Stat Holidays

Immediate Health Coverage

Defined Benefit Pension

Job summary

Vancity is hiring a Part-time Financial Services Representative at Morgan Creek Community Branch (Branch 70) in Surrey, BC. The role focuses on greeting members, understanding needs across everyday banking, borrowing, investments and protection, and guiding them to the right products and specialists.

You’ll support customers with online tools and ensure smooth hand-offs while delivering a personalized member experience in a sales-driven environment. Apply today.

Qualifications

• High School Diploma or equivalent required.
• Excellent communication and customer service experience.
• Sales orientation with willingness to meet goals.
• Digitally confident and able to use banking tools.
• Strong attention to detail and compliance awareness.

Responsibilities

• Greet members warmly and provide a welcoming environment.
• Understand member needs across everyday banking, borrowing, investments, and protection.
• Guide members to suitable products or specialists.
• Demonstrate online tools and empower self-service banking.
• Own interactions with timely, accurate updates and smooth hand-offs.
• Maintain professionalism and follow up for member satisfaction.
• Adhere to organizational policies to mitigate risks.

Skills

Exceptional Communication Skills

Customer Service Experience

Sales Orientation

Digital Confidence

Attention to Detail

Multilingual Ability

Growth Mindset

Education

High School Diploma

Tools

CRM systems

Digital banking tools

Job description

Vancity is hiring a Part-time Financial Services Representative at Morgan Creek Community Branch (Branch 70) in Surrey, BC. The role focuses on greeting members, understanding needs across everyday banking, borrowing, investments and protection, and guiding them to the right products and specialists.

You’ll support customers with online tools and ensure smooth hand-offs while delivering a personalized member experience in a sales-driven environment. Apply today.