Commercial Account Manager 2 - Okanagan

G&F Financial Group; Kelowna; On-site; CAD 60,000 - 80,000; Full time

Job summary

A regional credit union is looking for a Commercial Account Manager to support financial wellness by developing long-term relationships with members and fulfilling their commercial credit needs. The ideal candidate will possess a Bachelor's Degree and have over 3 years of experience in commercial lending. Strong communication skills and the ability to analyze financial statements are essential for success in this role. Travel is required within the region.

Benefits

Extended health care

Dental coverage

Disability coverage

Vacation benefits

RRSP with employer contributions

Special banking perks

Qualifications

• 3+ years of job-related experience in commercial lending.
• Working knowledge of small business and commercial credit processes.
• Must have reliable access to a vehicle and be willing to travel.

Responsibilities

• Develop and manage long-term relationships with members.
• Conduct security evaluations and perform risk assessments.
• Proactively seek out internal and external business opportunities.

Skills

Commercial lending expertise

Relationship management

Analytical skills

Communication skills

Education

Bachelor’s Degree or diploma

Job description

About Beem

Beem is a new credit union with 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 , , Beem will be one of BC’s largest provincially regulated credit unions, supporting the financial wellness of , members from branches across the province with $ billion in assets under administration. Learn more about our journey at

What this role is all about :

The Commercial Account Manager supports Beem’s vision of promoting financial wellness for all by developing valuable long-term relationships with members, proactively determining & fulfilling their commercial credit needs, and ensuring verification of secure documentation. Through strong communication and sales leadership, this position will develop, pursue, and proactively manage assigned accounts, referral opportunities, and external business opportunities. The incumbent will grant loans to finance commercial activity and promote lending products & deposit services.

The successful candidate must have reliable access to a vehicle and be able to commute to Beem Credit Union branches and other locations throughout the Okanagan.

What you’ll do :

• Collect and compile information, analyze statements, operating cycles, cash flow, historical performance of business (if applicable), profitability and net worth of shareholders, conduct security evaluations, and perform risk assessments.
• Actively pursue internal referral opportunities and external business opportunities.
• Proactively call on owners of local businesses both in person and via phone to grow your portfolio and expand your network.
• Maintain the credit quality of the portfolio through collections activity, including asset realization and/or legal situations.
• Build partnerships by effectively communicating with employees and members and accessing the needed information to meet needs.
• Meet member needs and build excellent, loyal relationships over time.
• Protect and grow the financial strength of Beem and our members.
• Apply techniques and people strategies for guiding and implementing change.
• Promote quality work through effective contribution to, and support for, team efforts to accomplish the objectives of the team as a whole.
• Assist in the training and mentoring of other team members.
• Perform other duties as assigned.

A little about your qualifications :

• Bachelor’s Degree or a diploma requiring 2+ years of full-time study or equivalent.
• 3+ years of job-related experience in the commercial lending field.
• Working knowledge of the writing and adjudication of small business and commercial credit.
• Incumbent must have their own vehicle and be willing to travel.

What you’ll gain :

• The salary range for this position is $XX,XXX - $XX,XXX.
• Extended health care, dental coverage, and disability coverage.
• Favourable vacation benefits.
• 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 [website] 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. 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.