Financial Services Representative - 4th Avenue
Role Overview
The Financial Services Representative is a first point of contact for members and supports a personalized banking experience.
The role is sales-focused and combines advice, relationship-building, and support for branch goals.
The posting welcomes candidates who are starting out as well as those with financial-services experience.
Key Skills for This Role
Full Job Posting
Role location and schedule
- This full-time, permanent role is based at Vancity’s 4th Avenue Community Branch in Vancouver and reports to the Assistant Branch Manager.
- Schedules may include weekends because branch hours vary; applicants should be available for the branch’s opening hours.
Role overview
The Financial Services Representative is a first point of contact for members and supports a personalized banking experience.
The role is sales-focused and combines advice, relationship-building, and support for branch goals.
The posting welcomes candidates who are starting out as well as those with financial-services experience.
Member service and sales
- Greet members warmly and build trust through attentive interactions.
- Understand member needs across everyday banking, borrowing, investments, and protection.
- Guide members toward suitable products or specialists to support their financial goals.
- Show members how to use online tools to manage banking independently.
- Follow through on commitments, provide timely and accurate updates, and coordinate smooth hand-offs.
- Follow up to support member satisfaction and comply with organizational policies and risk procedures.
Required qualifications
- High school diploma or equivalent.
- Customer-service experience in retail, hospitality, or another service-oriented role.
- Ability to listen, explain concepts clearly, and build trust.
- Comfort working toward goals and offering solutions that meet member needs.
- Confidence learning and using CRM systems and digital banking tools.
- Attention to detail when documenting interactions and following compliance procedures.
Additional assets
- Proven success exceeding sales goals in retail or service environments is an asset.
- Previous banking or advisory experience is an asset.
- Advanced digital skills and comfort with multiple platforms are assets.
- Additional languages and community volunteer or leadership experience are assets.
Compensation
- The posting lists a starting salary of $27.21 per hour.
About Vancity
Vancity is a member-owned credit union founded on inclusion and social justice, with stated commitments to net-zero emissions by 2040, Indigenous banking, and financial resilience for members.
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