Personal Advisor
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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:
Beem Credit Union is looking for motivated individuals looking to grow a career in financial services to join us in the role of Personal Advisor. The Personal Advisor is a key role in the Member Hub acting as first point of contact for member calls and is an example of service excellence and powerful first impressions. The Personal Advisor provides a superior member experience by proactively solving member inquiries promoting Beem Credit Unions products and services and collaborating to support the branch network and other departments in maintaining and growing the member portfolio while building lasting and meaningful relationships.
This position requires ability to travel between our Member Hubs in Burnaby and Langley BC with reliable transportation. The successful candidate must be flexible with a rotating schedule including Monday to Friday or Tuesday to Saturday and early morning and evening shifts.
What this role is all about:
- Provides non-cash related account services to members and processes routine banking transactions.
- Analyzes member needs provides individualized financial advice and recommends appropriate Beem Credit Union products and services and alternatives including cross-selling and referrals to specialists.
- Conducts interviews with members to identify lending needs and make recommendations. Gathers information related to loan applications including conducting credit checks.
- Sells prepares and ensures accurate processing of deposit and investment products and services including Term Deposits RRSPs RRIFs RESPs and related transactions.
- Proactively participates in seasonal and ongoing marketing product campaigns.
- Maintains records of financial information produces financial reports and maintains financial systems to provide accurate timely and relevant information for the most effective decision making.
- Reviews computer generated reports such as overdraft new accounts and term maturities to identify variances and necessary action.
- Performs regular and proactive outbound calls for mortgage and deposit product renewals as well as marketing campaigns to increase member retention and wallet share.
- Proactively seeks opportunities to consolidate business from other financial institutions and strengthen financial relationships with Beem Credit Union.
- Proactively identifies and recommends process improvements for better efficiencies.
- Collaborates with specialist departments by referring members for additional services.
What youll bring:
- Post-secondary business degree or diploma or a combination of education and experience
- 2-3 years related experience
- Back to Basics Lending Program
- Financial Planning 1 or equivalent is recommended
- CUIC 210: Consumer & Residential Mortgage Lending is preferred
- Equivalent combination of the above may be appropriate
Total Rewards:
Our total rewards approach reflects Beems values celebrating success investing in your growth and supporting you at work and in life.
- Compensation: Starting annual salary of $49822 (aligned to union agreement terms) 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:
Unclear Seniority
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.
