Everyday Banking Specialist Member Connect (Contact Centre)

Beem Credit Union: Banking for every journey

Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future weve united to create a financial partner that offers both digital ease and people-first service.

Our mission is clear:financial wellness for all.We help British Columbians achieve their goals through personalized advice innovative technology and genuine human connection.

As one of BCs largest credit unions we serve over200000 membersacross66 brancheswith$18 billion in assets under administration.

If youre passionate about making a difference and want to join a team that values collaboration innovation and purpose join us on the journey.

Learn more:

What this role is all about:

The Everyday Banking Specialist is a trusted financial advisor with expertise in everyday banking and cash services delivering exceptional member experience through a blend of transactional support proactive financial guidance and digital enablement. As a salesâdriven role the Specialist is accountable for achieving sales growth through goalâbased advisory tailored solutions and proactive relationship building.

This is a hybrid position on a rotating scheduled between Monday to Saturday with Tuesday and Wednesday in one of our Member Connect contact centres.

Whatyoulldo:

Everyday Banking

• Identify opportunities during transactions to initiate advisory conversations and uncover broader financial needs.
• Deliver everyday banking needs and advisory including initiating the discovery of more complex needs and referrals for more complex solutions.

Advice-First Member Engagement

• Lead with discovery techniques to uncover short- and mid-term financial goals including savings credit insurance and investment needs.
• Recommend tailored everyday banking solutions and initiate conversations on lending and credit products.
• Manage member traffic and ensure seamless member experience during peak periods as required.

Financial Advice and Referrals

• Support members with the opening of accounts both personal and business recommendations on savings plans and completion of short-term credit solutions such as Overdrafts Credit Cards and Instant Credit and JUDI AI business credit.
• Educate members on financial options digital tools and benefits to support informed decisions.
• Enhance services through referrals to advisors and specialists for complex lending insurance and financial planning needs ensuring a warm handoff.

Digital Empowerment

• Champion digital adoption by onboarding members to mobile online and ATM tools.
• Troubleshoot advanced digital issues and provide personalized coaching to build confidence in self-service tools.
• Support branch digital migration initiatives and coach peers on digital enablement strategies.

A little about your qualifications:

• Post-secondary education in business finance or related field preferred.
• Minimum 2-3 years of experience in financial services or advisory roles.
• Strong knowledge of everyday banking products and foundational lending principles.
• Proven ability to build and strengthen member relationships through trust and proactive engagement.
• Excellent communication and interpersonal skills with a member-first mindset.
• Advanced digital literacy and ability to coach others on digital tools.

Total Rewards:

Our total rewards approach reflects Beems values celebrating success investing in your growth and supporting you at work and in life.

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

• 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.

Ready to join

Visit us at learn more about whatitslike to work for Beem Credit Union!Wesincerely thankall 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 allqualiïedcandidates to apply. We are committed to a fair andequitablehiring process for all candidates. All applications are reviewed by a member of our team.

Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation decolonization and building strong connected relationships.

Required Experience:

IC