Senior Financial Services Representative (BCGEU) - Victoria (19-Month Contract)

Vancity; Victoria; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading credit union in Victoria seeks a Senior Financial Services Representative to manage complex member inquiries and transactions. This full-time, temporary role emphasizes delivering top-notch service and requires a minimum of a High School Diploma and customer service experience. The candidate should possess strong problem-solving skills and be proficient with technology, making impactful contributions to improve member experience outcomes. Enjoy competitive hourly pay and a range of benefits as well as a commitment to inclusivity within the workplace.

Benefits

Flexible Benefit Packages

Generous Vacation Time

Immediate Health Coverage

Defined Benefit Pension Plan

Qualifications

• Minimum 1 year of customer service experience.
• High School Diploma or equivalent required.

Responsibilities

• Manage member transactions and inquiries effectively.
• Provide technical support to service team for quality delivery.
• Identify member needs and provide appropriate products and referrals.

Skills

Customer Service Experience

Problem Solving

Technical Savvy

Communication Skills

Team Leadership

Education

High School Diploma

Post Secondary Education/Diploma (Related Discipline)

Job description

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 2,700 diverse individuals, access competitive rewards and benefits, and be part of a greater movement - apply today!

Your Role in Supporting Our Members:

As a Senior Financial Services Representative, you will leverage your communication skills as you effectively manage complex situations, problem solve and provide personalized advice. Member's complex inquiries will be satisfied in a timely manner and within established service standards. Financial Services Representatives will grow through your transfer of knowledge and expertise to assure member’s needs are met, thus helping Vancity redefine wealth consistent with branch objectives. You will also bring a strong knowledge of Vancity's policies, procedures, systems and software.

This is a Full‑time, Temporary role located at Victoria (Vancouver Island) Community Branch (Branch 42) and reports directly to the Assistant Branch Manager.

How You'll Make an Impact:

• 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
• Providing ongoing technical support to the service team (new and tenured) so that member experience standards are achieved
• Applying branch service standards and support adherence to policies and procedures
• Applying and supporting adherence to controls to meet compliance and security requirements and mitigate risk

What You’ll Bring to the Team:

• 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

Extra Skills That Set You Apart:

• Cross training or past work experience in a leadership capacity
• Call center and branch experience
• Post Secondary Education/Diploma (Related Discipline)

You’ll Thrive Here If 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 and can provide technical guidance to others.
• 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 can work in a fast‑paced changing environment.
• A natural leader –People often come and seek best advice from you and you enjoy giving feedback to others.
• Knowledgeable– You have advanced knowledge of the relevant Vancity policies, procedures, products and services.

What You’ll Earn:

This role offers a starting hourly rate of $32.83 per hour as per the collective agreement. 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.

At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.

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.