Everyday Banking Specialist - Kelowna Branch

RiseMe; Kelowna; On-site; CAD 55,000 - 59,000; Full time

Benefits offered by this job

Health & Wellness

Time Away

RRSP contributions

Beem Member Perks

Free banking accounts

Mortgage and lending rates

Job summary

Beem Credit Union in British Columbia is seeking an Everyday Banking Specialist to deliver exceptional member experiences through cash services, advisory conversations, and digital enablement. This sales-driven role focuses on turning transactions into opportunities for tailored financial solutions.

As a trusted advisor, you’ll handle high-volume transactions, open accounts, guide members on savings, lending, and digital tools, and refer complex needs to specialists.

Qualifications

• Post-secondary education in business, finance, or related field preferred.
• Minimum 2-3 years of experience in financial services or advisory roles.
• Strong knowledge of everyday banking products and foundational lending principles.
• Proven ability to build and strengthen member relationships through trust and proactive engagement.
• Excellent communication and interpersonal skills with a member-first mindset.
• Advanced digital literacy and ability to coach others on digital tools.

Responsibilities

• Everyday Banking & Cash Services: handle deposits, withdrawals, bill payments, FX and cheques, maintain drawer accuracy and security.
• Advice-First Member Engagement: discover short- and mid-term goals, discuss savings, credit, insurance and lending needs.
• Financial Advice and Referrals: assist with opening accounts, savings plans, and referrals to specialists for complex lending or planning needs.
• Digital Empowerment: onboard members to digital tools, troubleshoot issues, and coach on self-service adoption.

Skills

Everyday banking products

Foundational lending principles

Relationship building

Communication

Digital literacy

Proactive engagement

Education

Post-secondary education in business/finance

Job 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.

Learn more: www.beemcreditunion.ca

What this role is all about:

The Everyday Banking Specialist is a trusted financial advisor with expertise in everyday banking and cash services, delivering exceptional member experience through a blend of transactional support, proactive financial guidance, and digital enablement. As a sales‑driven role, the Specialist is accountable for achieving sales growth through goal‑based advisory, tailored solutions, and proactive relationship building.

Whatyou’lldo:

Everyday Banking & Cash Services

• Complete high-volume, accurate cash transactions including deposits, withdrawals, bill payments, foreign exchange and certified cheques.
• Maintain cash drawer accuracy, balancing, fraud detection, and compliance with security protocols.
• Perform branch opening/closing and dual-control procedures; act as a resource for complex cash-related inquiries.
• Identify opportunities during transactions to initiate advisory conversations and uncover broader financial needs.
• Deliver everyday banking needs and advisory, including initiating the discovery of more complex needs and referrals for more complex solutions.

Advice-First Member Engagement

• Lead with discovery techniques to uncover short- and mid-term financial goals, including savings, credit, insurance, and investment needs.
• Recommend tailored everyday banking solutions and initiate conversations on lending and credit products.
• Manage member traffic and ensure seamless member experience during peak periods as required.

Financial Advice and Referrals

• Support members with the opening of accounts both personal and business, recommendations on savings plans, and completion of short-term credit solutions such as Overdrafts, Credit Cards and Instant Credit and JUDI AI business credit.
• Educate members on financial options, digital tools, and benefits to support informed decisions.
• Enhance services through referrals to advisors and specialists for complex lending, insurance, and financial planning needs, ensuring a warm handoff.

Digital Empowerment

• Champion digital adoption by onboarding members to mobile, online, and ATM tools.
• Troubleshoot advanced digital issues and provide personalized coaching to build confidence in self-service tools.
• Support branch digital migration initiatives and coach peers on digital enablement strategies.

A little about your qualifications:

• Post-secondary education in business, finance, or related field preferred.
• Minimum 2-3 years of experience in financial services or advisory roles.
• Strong knowledge of everyday banking products and foundational lending principles.
• Proven ability to build and strengthen member relationships through trust and proactive engagement.
• Excellent communication and interpersonal skills with a member-first mindset.
• Advanced digital literacy and ability to coach others on digital tools.

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 $54,600 - $59,000 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 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.