Member Service Advisor
Beem Credit Union
Date: 3 weeks ago
City: Kelowna, BC
Contract type: Full time
About Beem
Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial banking and a full range of insurance and wealth management services from 53 branches that span BC from downtown Vancouver to the North Peace region.
At Beem, we strive to create a future where everyone in our communities can achieve financial wellness. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.
Learn more about our journey to build Beem Credit Union at www.beemcreditunion.ca.
Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit!
What this role is all about:
Beem Credit Union is looking for a Member Services Advisor to join our Orchard Centre Branch. As a Member Service Advisor at Beem, you play a vital role in driving our company's financial success. By addressing our members' core needs with excellence, you not only enhance their experience but also identify opportunities to recommend and cross-sell additional products and services.
What you’ll do:
Visit us at www.beemcreditunion.ca to learn more about what it’s like to work for Beem Credit Union! We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.
We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates.
Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial banking and a full range of insurance and wealth management services from 53 branches that span BC from downtown Vancouver to the North Peace region.
At Beem, we strive to create a future where everyone in our communities can achieve financial wellness. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.
Learn more about our journey to build Beem Credit Union at www.beemcreditunion.ca.
Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit!
What this role is all about:
Beem Credit Union is looking for a Member Services Advisor to join our Orchard Centre Branch. As a Member Service Advisor at Beem, you play a vital role in driving our company's financial success. By addressing our members' core needs with excellence, you not only enhance their experience but also identify opportunities to recommend and cross-sell additional products and services.
What you’ll do:
- Open accounts, process investments & lending transactions.
- Conduct loan interviews and collect and compile relevant information for credit risk adjudication.
- Process member transactions such as deposits, withdrawals, transfers, bill payments, wires, drafts, term deposits, etc.
- Adhere to standards and regulatory requirements.
- Assist with branch administrative duties such as outgoing cheque deposit, ATM balancing, Night Deposit, etc.
- Balance treasury blotter and post transactions daily.
- 1-3 years of job-related experience in a financial sales and service environment
- Basic understanding of credit products and procedures
- Knowledgeable in full range of investment products
- Financial planning courses considered an asset
- High School diploma or an equivalent combination of education and experience
- Competitive base salary; reviewed annually. The salary range for this position is $49,754 - $59,086. The starting salary will be based on related education, training, and experience.
- Extended health care, dental coverage, and disability coverage
- Favorable vacation benefits - paid time off to recharge!
- Special banking perks - including mortgage and lending products
- Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
- Own It: You are ready to take charge, drive change, and deliver outstanding results.
- Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
- Driven by Curiosity: You are eager to explore, learn, and shape the future.
Visit us at www.beemcreditunion.ca to learn more about what it’s like to work for Beem Credit Union! We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.
We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates.
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Financial Advisor
Co-operators,
Kelowna, BC
1 week ago
Company: CGIC/Co-operatorsDepartment: Retail SalesEmployment Type: Regular Full-TimeWork Model: Office BasedLanguage: This role operates in EnglishJob Grade: 0-Not ApplicableFor More Info Contact: Umber Rafi [email protected] OpportunityAs an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an...
Retail Store Associate Full Time Winners- Orchard Plaza
The TJX Companies, Inc.,
Kelowna, BC
1 week ago
Jenna discovered COLLABORATION working at TJXJenna is an outgoing “people person” and collaborating with her co-workers to meet customers’ needs is what makes her job fulfilling. We want our teams to have fun when they come to work and fostering relationships helps that happen!What You’ll DiscoverEligible Associates can look forward to:One-of-a-kind, inclusive cultureDedicated training and on-the-job resources to enhance your...
Product Support Specialist I
Affirm,
Kelowna, BC
2 weeks ago
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.Product Support Specialists at Affirm provide fast and reliable service to our merchant business partners. This role is at the front line of our merchant support experience, and you will be responsible for...
