Member Service Advisor

G&F Financial Group; Kamloops; On-site; CAD 40,000 - 55,000; Full time

Job summary

Beem Credit Union seeks a dedicated Member Service Representative to develop full member relationships, recommend financial solutions, and ensure exceptional service. This role offers a competitive base salary, comprehensive benefits, and the chance to work in a collaborative environment that embodies cooperative values.

Benefits

Extended health care

Dental coverage

Disability coverage

Favorable vacation benefits

Special banking perks

Qualifications

• 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 and process lending transactions.
• Conduct loan interviews for credit risk assessment.
• Assist with branch administrative duties and balance transactions.

Skills

Interpersonal skills

Attention to detail

Communication skills

Adaptability

Education

High School diploma or equivalent

Job description

Beem is a new credit union with a rich 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, energy, and 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 assets under administration. Learn more about our journey at [website].

What this role is all about :

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, working 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 :

• 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, bill payments, wires, drafts, and term deposits.
• Adhere to standards and regulatory requirements.
• Assist with branch administrative duties such as outgoing cheque deposits, ATM balancing, Night Deposits, etc.
• Balance treasury blotter and post transactions daily.
• High School diploma or equivalent education and experience.
• Years of job-related experience in a financial sales and service environment.
• Basic understanding of credit products and procedures.
• Knowledgeable in a full range of investment products.
• Financial planning courses are considered an asset.

What you’ll gain :

• Competitive base salary; reviewed annually. The starting salary for this position is $[amount].
• Extended health care, dental coverage, and disability coverage.
• Favorable vacation benefits - paid time off to recharge!
• 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.