Financial Services Representative-Lonsdale
$56,597–$56,597 year
On-siteNorth Vancouver, British Columbia, Canada
Job Summary
Financial Services Representative at Vancity’s Lonsdale branch delivers personalized member experiences by greeting and engaging with members, assessing needs across Everyday Banking, Borrowing, Investments, and Protection, and guiding members to suitable products and specialists. The role emphasizes relationship-building, sales-oriented advising, knowledge of digital banking tools, accurate documentation, and adherence to compliance while supporting branch goals and delivering high-quality customer service. The position is part-time and permanent, based in North Vancouver, BC, with on-site work expected.
Required Qualifications
- High School Diploma (or equivalent)
- Customer Service Experience
- Sales Orientation
- Digital Confidence
- Attention to Detail
- Ability to explain concepts clearly and build trust
- Experience with CRM systems or digital banking tools
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