Account Manager, Lending - Vernon Branch

Beem Credit Union; Vernon; On-site; CAD 61,000 - 76,000; Full time

Job summary

A financial cooperative in Vernon seeks an Account Manager – Lending to enhance member relationships and lead branch operations in the absence of management. You will utilize financial planning strategies to assist members in achieving their goals while meeting individual targets. A minimum of 4-6 years in financial sales with leadership experience is preferred, offering competitive salary and benefits including healthcare and RRSP contributions.

Benefits

Extended health care

Dental coverage

Disability coverage

RRSP with employer contributions

Special banking perks

Qualifications

• 4-6 years of job related experience in a financial sales and service environment.
• Demonstrated leadership experience is an asset.

Responsibilities

• Promote self-service channel options for members.
• Deliver proactive service through outbound calls.
• Collaborate with branch and multi-channel teams.
• Mentor junior employees and provide feedback.
• Represent Beem on internal committees.

Skills

Financial sales

Customer service

Leadership

Networking

Education

High School diploma plus one year of post-secondary education

Job description

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 BC’s largest provincially regulated credit unions, supporting the financial wellness of 193,000 members from 66 branches across the province with $17 billion in assets under administration. Learn more about our journey at www.beemcreditunion.ca.

What this role is all about:

This is an on-site position located at our Vernon branch.

As an Account Manager – Lending, you are a key contributor to the financial success of Beem. You actively grow the business through initiatives such as campaigns, seminars, and networking with external centers of influence. In the absence of Branch Management, you may oversee branch operations, act as a team lead, resolve complex member issues, and ensure service and security standards are maintained.

Through a comprehensive advisory approach focused on the four quadrants of financial planning-cash flow, credit, investment, and protection-you help members achieve their financial goals and increase their financial confidence. You are responsible for creating and executing business plans to grow your book of business, meeting or exceeding individual targets, and contributing to the overall success of Beem. Entrepreneurial in spirit, you implement retention strategies and proactively network to deepen existing relationships and attract new members.

What you’ll do:

• Promote and encourage self-service channel options to enhance member convenience.
• Deliver proactive service through outbound calls and follow-ups.
• Collaborate as part of an integrated branch and multi-channel team to support shared goals.
• Follow Beem’s business model when preparing for meetings, referring members, and uncovering opportunities.
• Provide leadership support by mentoring junior employees and offering feedback on technical skills and behaviors.
• Participate in pilot projects and testing of new practices, technologies, and offerings.
• Serve as a subject matter expert and represent Beem on internal committees and focus groups.
  
  
  

A little about your qualifications:

• High School diploma plus (1) year of formal post-secondary education or an equivalent combination of education and experience
• 4-6 years of job related experience in a financial sales and service environment
• Demonstrated leadership experience an asset
  
  
  

What you’ll gain:

• The salary range for this position is $61,900-$75,700, plus variable performance bonus.
• Extended health care, dental coverage and disability coverage
• RRSP with Employer contributions, and the option to contribute yourself
• Special banking perks - including mortgage and lending products
  
  
  

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 www.beemcreditunion.ca to learn more about what it’s 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 qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates.

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.