Financial Services Representative - Shaughnessy Station
$56,597–$56,597 year
On-sitePort Coquitlam, British Columbia, Canada
Job Summary
Greet members warmly and connect through genuine interactions to create personalized banking experiences. Explore key areas including everyday banking, borrowing, investments, and protection to understand member needs. Provide guidance that supports financial goals and connect members to appropriate products or specialists. Offer tips on using online tools for self-management and take ownership of every interaction by following through on commitments. Maintain professionalism, proactively follow up to ensure satisfaction, and adhere to organizational policies for compliance and risk mitigation. This Full-time, Permanent role at the Shaughnessy Station Community Branch reports directly to the Assistant Branch Manager.
Required Qualifications
- High School Diploma (or equivalent)
- Available to work the opening hours for the Shaughnessy Station branch (including weekends)
- 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
- Full-time, Permanent employment status
Desired Qualifications
- Proven Sales Success – Experience exceeding goals in retail or service environments
- Financial Services Background – Previous banking or advisory experience
- 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
- Member-Centric mindset – Committed to creating personalized experiences and anticipating needs
- Sales & Advice Driven – Comfortable guiding members toward solutions that fit their goals
- Confident Presence – Makes informed decisions and builds trust in every interaction
- Adaptable & Resilient – Thrives in change, stays calm under pressure, and embraces challenges
- Growth Mindset – Eager to learn, improve, and succeed in a dynamic environment
- Accountable – Takes ownership of actions and follows through consistently
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.