Financial Services Representative (BCGEU) - Surrey City Centre Job Category : *Customer Service & Call Centre Posted : August 7, 2026 Part-Time On-site Rate : $27.21 CAD per hour Surrey City Centre Community Branch 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.

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 Part-Time, Permanent role based at our Surrey City Centre Community Branch (Branch 32) and will report directly to the Assistant Branch Manager.

Everyday Banking Investments





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 Following organizational policies and guidelines to stay compliant and mitigate risks Education – High School Diploma (or equivalent) Customer Service Experience – Background in retail, hospitality, or other service-oriented roles where you’ve delivered personalized experiences Digital Confidence – Quick to learn and use technology, including CRM systems and digital banking tools 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. This role offers a starting salary of $27.21 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. 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.

Living Wage Employer : We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers. Permanent employees receive versatile 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 supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. 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.

If you require any accommodations or support at any stage of the recruitment process, we encourage you to let us know by contacting our Talent Acquisition team at recruitment@vancity.

📌 Financial Services Representative ll (Vancouver)
🏢 Vancity (2.0)
📍 Vancouver