Part-Time Member Service Advisor

Beem Credit Union; Chase; On-site; CAD 47,000 - 55,000; Part time

Job summary

Beem Credit Union is seeking a Part-Time Member Service Advisor for their Chase Branch. The role involves developing member relationships, assisting with financial needs, and performing various transactions. Ideal candidates will have strong interpersonal skills and a high school diploma, with 1-3 years of relevant experience.

Benefits

Extended health care

Dental coverage

Disability coverage

Favorable vacation benefits

Banking perks

Qualifications

• 1-3 years of experience in a financial sales and service environment.
• Basic understanding of credit products and procedures.
• Knowledge of a full range of investment products.

Responsibilities

• Open accounts, process investments & lending transactions.
• Conduct loan interviews and collect relevant information for credit risk assessment.
• Process member transactions such as deposits, withdrawals, transfers.

Skills

Interpersonal Skills

Attention to Detail

Communication Skills

Adaptability

Education

High School diploma or equivalent

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:

Beem Credit Union is looking for a Part-Time Member Service Advisor to join our Chase Branch. The successful candidate will work 20 hours/week.

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 relationship. In building full member relationships, you will proactively identify members’ financial needs, turn those needs into business opportunities, and refer to internal specialists when appropriate. You will also deliver on Beem's 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.

What you’ll do:

1. Open accounts, process investments & lending transactions.
2. Conduct loan interviews and collect relevant information for credit risk assessment.
3. Process member transactions such as deposits, withdrawals, transfers, bill payments, wires, drafts, and term deposits.
4. Adhere to standards and regulatory requirements.
5. Assist with branch administrative duties such as outgoing cheque deposit, ATM balancing, Night Deposit, etc.
6. Balance treasury blotter and post transactions daily.

A little about your qualifications:

1. High School diploma or equivalent education and experience.
2. 1-3 years of experience in a financial sales and service environment.
3. Basic understanding of credit products and procedures.
4. Knowledge of a full range of investment products.
5. Financial planning courses are considered an asset.

What will you gain:

1. Competitive base salary; starting at $47,500, reviewed annually, adjusted for part-time hours.
2. Extended health care, dental, and disability coverage.
3. Favorable vacation benefits, including paid time off.
4. Banking perks, including mortgage and lending products.

Our Values:

• 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 working at Beem Credit Union! We thank all applicants for their interest; only shortlisted candidates will be contacted for an interview.

We are committed to inclusive employment practices and an accessible environment. We do not discriminate based on protected attributes and encourage all qualified candidates to apply. We review all applications fairly. Beem serves communities across many Territories and Treaty areas in British Columbia, and we are committed to reconciliation and building strong relationships.