Enable job alerts via email!

Financial Services Representative (BCGEU) - Branch 27

Vancouver City Savings Credit Union

England

On-site

Full time

Yesterday
Be an early applicant

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

Job summary

An established industry player is seeking a dedicated Financial Services Representative to join their team. In this role, you will build relationships with members, assisting them with banking transactions while demonstrating exceptional communication and problem-solving skills. This position offers a unique opportunity to work in a fast-paced environment where your contributions will directly impact the community. With a commitment to social justice and inclusion, this organization fosters a supportive workplace culture. If you're ready for a challenge and eager to make a difference, this role is perfect for you.

Benefits

Flexible benefits package
Three to four weeks of vacation allowance
Additional statutory holidays
Care days for personal illness
Opportunity to purchase extra vacation days

Qualifications

  • Minimum of one year of customer service experience required.
  • High school diploma or equivalent is mandatory.

Responsibilities

  • Perform member transactions to ensure high-quality service delivery.
  • Identify member needs to provide appropriate products and referrals.
  • Utilize technical systems for efficient service experience.

Skills

Analytical Skills
Customer Service
Communication Skills
Problem Solving
Tech-savvy

Education

High School Diploma
Post-secondary coursework

Job description

Financial Services Representative (BCGEU) - Branch 27

Job Category: Customer Service & Call Centre

Requisition Number: FINAN005994

Posted: April 16, 2025

Employment Type: Full-Time

Work Location: On-site

Locations

Newton Community Branch
7555 King George Blvd.
Surrey, BC V3W5A8, CAN

Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.

As a Financial Services Representative, you will build relationships by learning more about our members while assisting them with their banking transactions. Demonstrating excellent communication and interpersonal skills, you will be the trusted advisor for members who value the branch experience.

This is a Full-time, Permanent role located at Newton Community Branch (Br 27) and reports directly to the Assistant Branch Manager.

A typical day would involve:

  • Performing member transactions consistent with established standards to achieve a high level of quality service delivery.
  • Identifying and assessing member/prospect needs to provide appropriate products, services, and referrals.
  • Applying branch service standards, policies, procedures, and controls to meet compliance requirements and mitigate risk.
  • Fully leveraging and utilizing the technical systems available to ensure an efficient and seamless service experience for the member.

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.
  • 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 are able to work in a fast-paced changing environment.

You Have:

  • 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.

Bonus Points:

  • Post-secondary coursework.

Pay Rate: As this is a union role, the salary will be as per the collective agreement salary grid starting at $23.97 (Grp 2 Step 1).

**Posting Deadline:** Posted until the position is filled.

Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs. New employees receive between three and four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year — as their length of service increases. In addition, full-time, permanent staff can purchase up to six extra days of vacation through our flexible benefits package.

In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.

At Vancity, we’re dedicated to being an inclusive, anti-racist organization with a workforce that reflects the diversity of the communities we serve. We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

Please note that all shortlisted candidates for this role will be required to complete a background check which includes resume verification, credit check, and criminal record check. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your needs.

We are committed to providing an inclusive and accessible recruitment experience for all candidates. If you require any accommodations at any stage of the recruitment process, please reach out to our Talent Acquisition team at recruitment@vancity.com for confidential support. In-person assistance is also available. We will collaborate with you to ensure your needs are met promptly and effectively.

Get your free, confidential resume review.
or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.