Financial Services Associate 2 West Pender Branch
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Job Summary
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.
What this role is all about:
As a Financial Services Associate 2 you are an integral part of the sales and service this essential role you promote and sell Beem Credit Union products and services while recognizing opportunities for mutually beneficial product/service this role you work directly with clients responding to a wide variety of requests using the Four Pillars approach - Banking Investments Credit and Insurance.
This isrole is within our BlueShore Financial division based out of our West PenderBranch located in Vancouver.
What youll do:
- Provides superior service to un-assigned clients by responding to a wide variety of requestsusing the Four Pillars approach Banking Investments Credit and Insurance.
- Understands and advises clients on the purchase of registered and non-registered investment products (excluding MutualFunds). Completes and processes all related documentation.
- Understands and advises clients on the purchase of personal lending products and services including personal loans lines ofcredit MasterCard applications and associated insurance products. Makes appropriate credit recommendations to Manager.
- Calls unassigned clients during campaigns and as directed by Manager. Negotiates pricing and processes renewals withinestablished pricing grid.
- Reviews clients Client Experience Management (CEM) profile during each interaction updating as appropriate and acting upon potential opportunities. Refersmore complex needs to appropriate personnel as required. Uses CEM to enhance the Client Intimacy (CI) strategy
- Possesses a solid understanding of the products and services offered through to Beem Wealth & Planning. Makes referrals where appropriate.
- May provide backup for multiple roles as assigned by Manager including Financial Services Associate 1
What youll bring:
- 1-2 years of experience in a financial intuition
- Demonstrated knowledge of retail lending loans lines of credit etc.
- Solid understanding of core products and services
- Working towards mutual funds course
- Some post-secondary education preferred
Total Rewards:
Our total rewards approach reflects Beems values celebrating success investing in your growth and supporting you at work and in life.
- Compensation: Annual salary range of $53700 $58700 with pay based on your skills and experience and performance bonuses tied to shared goals
- Health & Wellness: Extended health coverage (including mental health support) dental care and disability coverage
- Time Away: Vacation and personal days to rest recharge and manage life outside of work
- Retirement & Financial Well-being: Generous RRSP contributions in-house financial advice and flexible options to add your own contributions
- Beem Member Perks: Free banking accounts special mortgage and lending rates and preferred financial perks
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
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
About Company
Discover a brighter way to bank in BC with Beem. From everyday accounts to expert advice, we’re here to support your financial journey—every step of the way.
