Member Service Advisor Oliver Branch

About Beem:

Beem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem we are combining our strengths to better serve our members. As of January 1 2025 Beem will be one of BCs largest provincially regulated credit unions supporting the financial wellness of 193000 members from 66 branches across the province with $17 billion in assets under administration. Learn more about our journey at .

What this role is all about:

Through your strong interpersonal skills attention to detail and professionalism you will develop full member relationships by analyzing member needs and recommending solutions. You will consult with and assist members on investment options using basic financial planning tools to further develop the building full member relationships you will proactively identify members financial needs and turn those needs into business opportunities and refer to internal specialists when appropriate. You will also deliver on Beems member service experience while promoting and educating members on self-service channel options to make banking easier.

With strong communication skills and adaptability you will support the mission vision and values and work with integrated branch and multi-channel teams proactively supporting each other. You will follow the business model and Service Protocols when referring members preparing for meetings and uncovering opportunities. You will make outbound member contacts for investment renewals as well as assigned marketing campaign calls.

This Member Service Advisor role is onsite at our Oliver Branch working a full time Tuesday-Saturday schedule.

What youll 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.

A little about your qualifications:

• High School diploma or an equivalent combination of education and experience
• 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

Your Total Rewards:

At Beem we believegreat workdeserves great a Total Rewards packagethatsmore than competitiveitsdesigned to help you shine. From your pay to your peace of mindwevegot your back.

Compensation

The starting salary for this position is $49583.56.

Performance and recognition
Your success is Beems success. We rewardgreat performancethrough recognition and where applicable performance bonuses tied to shared goals.

Health and wellness

Wereinvested in your well-being

• Extended health coverage including mental health support.
• Dental care that keeps you smiling.
• Disability coverage for peace of mind.

Retirement and financial well-being

Your future self will thank you.

• Pension after probation
• In-house financial advice to help you plan ahead.
• Flexible options to add your own contributions.

Beem memberperks

Little extras that makea big difference.

• Free banking accounts.
• Special mortgage and lending rates.
• Preferred financial perks.

The bottom line

Your Total Rewardsarentjust a packagetheyrea reflection of our values. We build together by celebrating successownit by investing in your growth andkeepthings welcoming by making sure you feel supported at work at home and wherever your journey takes you.

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 what its 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 qualiïed candidates to apply. We are committed to a fair and equitable hiring 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