Job Category

:

*Customer Service & Call Centre

Requisition Number

:

FINAN007744

Full-Time

On-site

Rate : $27.21 CAD per hour

Locations Showing 1 location

Abbotsford Community Branch 32675 South Fraser Way Abbotsford, BC V2T1X9, CAN

Description Please note that schedules may include weekends, as branch hours vary by location. Before applying, please ensure you are available to work the opening hours for this branch. You can find this information here: Find a Vancity branch or ATM - Vancity.

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 2,300 diverse individuals, access competitive rewards and benefits, and be part of a greater movement -

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 Full-time,



Temporary role based at our Abbotsford Community Branch (Branch 34) and will report directly to the Assistant Branch Manager.

How You'll Make an Impact:

Creating a welcoming atmosphere by greeting members warmly and connecting through genuine, attentive interactions

Understanding the full picture of each member’s needs by exploring key areas such as:

Everyday Banking

Borrowing

Investments

Protection

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

Taking ownership of every interaction by following through on commitments, providing timely and accurate updates, and ensuring smooth, seamless hand-offs when another team or specialist is involved

Maintaining professionalism and proactively following up to ensure member satisfaction

Following organizational policies and guidelines to stay compliant and mitigate risks

What You’ll Bring to the Team:

Education

– High School Diploma (or equivalent)

Exceptional Communication Skills

– Ability to listen, explain concepts clearly, and build trust through conversations

Customer Service Experience

– Background in retail, hospitality, or other service-oriented roles where you’ve delivered personalized experiences

Sales Orientation

– Comfortable working toward goals and offering solutions that meet member needs

Digital Confidence

– Quick to learn and use technology, including CRM systems and digital banking tools

Attention to Detail

– Skilled at documenting interactions accurately and following compliance procedures

Extra Skills That Set You Apart:

Proven Sales Success

– Experience exceeding goals in retail or service environments.

Financial Services Background

– Previous banking or advisory experience is a robust asset.

Advanced Digital Skills

– Comfort with multiple platforms, CRM systems, and digital engagement tools.

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