Everyday Banking Associate - Orchard Centre Branch

Beem Credit Union; Kelowna; On-site; CAD 48,000 - 51,000; Full time

Benefits offered by this job

Health coverage

Vacation and personal days

RRSP contributions

Free banking accounts

Job summary

Beem Credit Union is looking for an Everyday Banking Associate at the Orchard Centre Branch to deliver accurate cash services and tailored financial guidance. The role emphasizes proactive relationship building, digital onboarding, and a strong member-first approach within a sales-driven environment.

Based at Orchard Centre, you’ll manage teller transactions, promote digital tools, and help members meet their everyday banking goals while supporting fraud prevention and security practices.

Qualifications

• High school diploma or equivalent; post-secondary education in business or finance is an asset.
• 1-2 years' experience in customer service, cash handling, or financial services preferred.
• Strong attention to detail and accuracy in all transactions.
• Proven ability to establish, nurture, and strengthen member relationships through trust and proactive engagement.
• Excellent communication and interpersonal skills with a member-first mindset.
• Ability to learn and adapt to digital banking tools and processes.

Responsibilities

• Execute day-to-day banking needs for members, ensuring personalized advisory and service delivery.
• Lead all cash-related activities including deposits, withdrawals, foreign exchange, cheque certification, and other teller transactions.
• Maintain strict adherence to cash handling procedures, ensuring accurate balancing and proactive fraud detection.
• Support branch opening/closing activities and dual-control cash operations.
• Act as the branch’s primary resource for complex cash-related inquiries.
• Provide coaching on self-serve tools during or after member interactions.

Skills

Attention to detail

Member relationships

Communication skills

Digital banking tools

Customer service experience

Education

High school diploma or equivalent; post-secondary education in business or finance is an asset

Job description

Everyday Banking Associate - Orchard Centre Branch

Job Category: Retail Branch (SPP)

Requisition Number: EVERY003500

• Posted : September 3, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Description

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, we’ve 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 BC’s largest credit unions, we serve over200,000 membersacross66 brancheswith$18 billion in assets under administration.

If you’re passionate about making a difference and want to join a team that values collaboration, innovation, and purpose, join us on the journey.

The Everyday Banking Associate serves as a trusted frontline advisor with a primary focus on delivering accurate everyday cash services and supporting fraud prevention while providing goal‑based financial guidance. This is a sales‑driven role that grows the business through proactive relationship building, tailored advisory conversations and a focus on achieving member‑centric goal. The Associate delivers exceptional in‑branch experiences by balancing high‑volume transactional support with foundational financial coaching and digital onboarding. The incumbent champions Beem’s People First and Digital First values by meeting members where they are and leveraging digital tools to enhance efficiency, engagement, and long‑term financial confidence.

This role is based out of our Orchard Centre Branch, working Tuesday to Saturday.

Whatyou’lldo:

Everyday Banking and Cash Services

• Execute day-to-day banking needs for members, ensuring personalized advisory and service delivery.
• Lead all cash-related activities including deposits, withdrawals, foreign exchange, cheque certification, and other teller transactions.
• Maintain strict adherence to cash handling procedures, ensuring accurate balancing and proactive fraud detection.
• Support branch opening/closing activities and dual-control cash operations.
• Act as the branch’s primary resource for complex cash-related inquiries.

Advice-First Member Engagement

• Welcome members and manage lobby flow to ensure a positive branch experience.
• Initiate needs discovery during transactions to identify opportunities for savings, credit, or payment solutions.
• Provide tailored recommendations using everyday banking products and services.
• Introduce and educate members on digital and self-serve tools (e.g., online banking, ATMs) for convenience and efficiency.

Financial Advice and Referrals

• Engage members in conversations to uncover financial goals and recommend appropriate everyday banking solutions.
• Educate members on available financial options, tools, and benefits to support informed decision-making.
• Fulfill lending assessments and needs, referring complex needs to specialized lending and insurance growth partners, ensuring a seamless member experience.

Digital Empowerment

• Provide coaching on self-serve tools during or after member interactions.
• Troubleshoot in-the-moment issues, such as card access or mobile banking setup.
• Support digital migration initiatives while maintaining excellence in in-person service delivery.
• High school diploma or equivalent; post-secondary education in business or finance is an asset.
• 1-2 years' experience in customer service, cash handling, or financial services preferred.
• Strong attention to detail and commitment to accuracy in all transactions.
• Proven ability to establish, nurture, and strengthen member relationships through trust and proactive engagement
• Excellent communication and interpersonal skills with a member-first mindset.
• Ability to learn and adapt to digital banking tools and processes.
• Equivalent combination of the above may be appropriate.

Total Rewards:

Our total rewards approach reflects Beem's values — celebrating success, investing in your growth, and supporting you at work and in life.

• Compensation: Annual salary range of $47,520 - $51,000, with pay based on your skills and experience, and performance bonuses tied to shared goals
• Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
• Time Away: Vacation and personal days to rest, recharge, and manage life outside of work
• Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
• Beem Member Perks: Free banking accounts, special mortgage and lending rates, and preferred financial perks

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.

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 allqualifiedcandidates 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.