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 Treasury Analyst provides essential support to the Treasury team across operational analytical and compliance functions. This role contributes to Beems strategic goals by assisting in daily treasury activities regulatory reporting liquidity and capital management Asset Liability Management (ALM) financial analysis and policy support. The Analyst works collaboratively with internal and external stakeholders to ensure accuracy timeliness and compliance with regulatory and internal standards.
This is a hybrid role accessible to onsite work out of our Burnaby Hub.
Whatyoulldo:
Treasury Operations & Product Support
- Support branch inquiries related to term deposits foreign exchange rate approvals early redemptions and other requests.
- Reconcile Treasury-related general ledger accounts and assist with monthly journal entries (e.g. MLP SWAPS escalator term deposits).
- Update rate bulletins branch matrix schedules and FX rates across systems.
- Assist with foreign exchange transactions to resolve mismatches from member activity.
- Support statutory investment activities (e.g. MLP) and investment of excess liquidity through authorized dealers.
- Assist with managing MUSH and Agency deposits including commission reports and wire transfers.
- Liaise with Agency brokers (e.g. Canaccord Raymond James) for deposit transactions.
Reporting Compliance & Risk Monitoring
- Assist in preparing regulatory reports including Liquidity Adequacy Ratio (LAR) Liquidity Coverage Ratio (LCR) Net Cumulative Cash Flow (NCCF) Daily Liquidity Call and CMHC reports.
- Support quarterly compliance and covenant reporting for credit facilities.
- Contribute to enterprise risk metric reporting (ERM) and ensure data accuracy.
- Prepare reports on large depositors scheduled maturities and CMHC Flow and Stock Data.
- Stay informed on regulatory changes impacting treasury operations.
Liquidity Capital & ALM Support
- Monitor daily cash and treasury positions and support short- and long-term liquidity forecasting.
- Assist in monitoring capital adequacy to support operations and strategic initiatives.
- Compile month-end data for input into the ALM model and assist with assumptions and back-testing.
- Support monthly ALM assessments and monthly ALCO reporting.
- Assist with financial margin forecasting budgeting and ad hoc scenario planning (e.g. mergers/acquisitions).
Market Analysis & Pricing
- Conduct rate comparisons and market trend analysis to support competitive pricing strategies.
- Assist in recommending term deposit and FX rate structures and support special promotional offerings.
- Maintain discretionary pricing guidelines for branch staff and support updates to economic data repositories.
Policy & Stress Testing and Strategic Initiative Support
- Assist in maintaining and updating treasury-related policies and plans (Liquidity Capital ICAAP).
- Support the ongoing liquidity stress testing and collaborate with BCFSA and peer credit unions on periodic stress testing.
- Provide support for strategic initiatives with a Treasury focus as assigned.
What youll bring:
- Accounting or Treasury designation (CPA CTP CFA FRM etc) or working towards would be an asset
- Minimum of 1-3 years progressive experience in finance functions or financial risk management within complex organizational environments.
- Proven experience and ability to work towards deadlines under time constraints
- Basic understanding of financial modeling forecasting and the development of policy guidelines.
- Strong communication skills complemented by a proven ability to influence decision making through accurate data and analytics.
Compensation
Annual salary range: $69500 - $81800
Your starting pay reflects the skills experience and unique strengths you bring. We review salaries every year.
Performance and recognition
Your success is Beems success. We reward great performance through recognition and where applicable performance bonuses tied to shared goals.
Health and wellness
Were invested in your well-being
- Extended health coverage including mental health support
- Dental care that keeps you smiling
- Disability coverage for peace of mind
Time away: Rest isnt extraits essential
- Take the time you need to relax explore or just catch up on life with vacation and personal days.
Retirement and financial well-being
Your future self will thank you.
- Generous RRSP contributions
- In-house financial advice to help you plan ahead
- Flexible options to add your own contributions
Beem member perks
Little extras that make a big difference.
- Free banking accounts
- Special mortgage and lending rates
- Preferred financial perks
The bottom line
Your Total Rewards arent just a packagetheyre a reflection of our values. We build together by celebrating success own it by investing in your growth and keep things 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 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
Beem Credit Union: Banking for every journeyBeem 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 wel...
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 Treasury Analyst provides essential support to the Treasury team across operational analytical and compliance functions. This role contributes to Beems strategic goals by assisting in daily treasury activities regulatory reporting liquidity and capital management Asset Liability Management (ALM) financial analysis and policy support. The Analyst works collaboratively with internal and external stakeholders to ensure accuracy timeliness and compliance with regulatory and internal standards.
This is a hybrid role accessible to onsite work out of our Burnaby Hub.
Whatyoulldo:
Treasury Operations & Product Support
- Support branch inquiries related to term deposits foreign exchange rate approvals early redemptions and other requests.
- Reconcile Treasury-related general ledger accounts and assist with monthly journal entries (e.g. MLP SWAPS escalator term deposits).
- Update rate bulletins branch matrix schedules and FX rates across systems.
- Assist with foreign exchange transactions to resolve mismatches from member activity.
- Support statutory investment activities (e.g. MLP) and investment of excess liquidity through authorized dealers.
- Assist with managing MUSH and Agency deposits including commission reports and wire transfers.
- Liaise with Agency brokers (e.g. Canaccord Raymond James) for deposit transactions.
Reporting Compliance & Risk Monitoring
- Assist in preparing regulatory reports including Liquidity Adequacy Ratio (LAR) Liquidity Coverage Ratio (LCR) Net Cumulative Cash Flow (NCCF) Daily Liquidity Call and CMHC reports.
- Support quarterly compliance and covenant reporting for credit facilities.
- Contribute to enterprise risk metric reporting (ERM) and ensure data accuracy.
- Prepare reports on large depositors scheduled maturities and CMHC Flow and Stock Data.
- Stay informed on regulatory changes impacting treasury operations.
Liquidity Capital & ALM Support
- Monitor daily cash and treasury positions and support short- and long-term liquidity forecasting.
- Assist in monitoring capital adequacy to support operations and strategic initiatives.
- Compile month-end data for input into the ALM model and assist with assumptions and back-testing.
- Support monthly ALM assessments and monthly ALCO reporting.
- Assist with financial margin forecasting budgeting and ad hoc scenario planning (e.g. mergers/acquisitions).
Market Analysis & Pricing
- Conduct rate comparisons and market trend analysis to support competitive pricing strategies.
- Assist in recommending term deposit and FX rate structures and support special promotional offerings.
- Maintain discretionary pricing guidelines for branch staff and support updates to economic data repositories.
Policy & Stress Testing and Strategic Initiative Support
- Assist in maintaining and updating treasury-related policies and plans (Liquidity Capital ICAAP).
- Support the ongoing liquidity stress testing and collaborate with BCFSA and peer credit unions on periodic stress testing.
- Provide support for strategic initiatives with a Treasury focus as assigned.
What youll bring:
- Accounting or Treasury designation (CPA CTP CFA FRM etc) or working towards would be an asset
- Minimum of 1-3 years progressive experience in finance functions or financial risk management within complex organizational environments.
- Proven experience and ability to work towards deadlines under time constraints
- Basic understanding of financial modeling forecasting and the development of policy guidelines.
- Strong communication skills complemented by a proven ability to influence decision making through accurate data and analytics.
Compensation
Annual salary range: $69500 - $81800
Your starting pay reflects the skills experience and unique strengths you bring. We review salaries every year.
Performance and recognition
Your success is Beems success. We reward great performance through recognition and where applicable performance bonuses tied to shared goals.
Health and wellness
Were invested in your well-being
- Extended health coverage including mental health support
- Dental care that keeps you smiling
- Disability coverage for peace of mind
Time away: Rest isnt extraits essential
- Take the time you need to relax explore or just catch up on life with vacation and personal days.
Retirement and financial well-being
Your future self will thank you.
- Generous RRSP contributions
- In-house financial advice to help you plan ahead
- Flexible options to add your own contributions
Beem member perks
Little extras that make a big difference.
- Free banking accounts
- Special mortgage and lending rates
- Preferred financial perks
The bottom line
Your Total Rewards arent just a packagetheyre a reflection of our values. We build together by celebrating success own it by investing in your growth and keep things 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 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
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