Member Service Advisor

Personal Banking; Kelowna; On-site; CAD 47,000 - 59,000; Full time

Job summary

A regional financial institution in Kelowna is seeking a Member Service Advisor. This role involves opening accounts, processing transactions, and providing excellent customer service. The ideal candidate has 1-3 years of experience in a financial sales environment and a high school diploma. Competitive salary and benefits offered, with a salary range of $47,500 - $58,100 based on experience.

Benefits

Extended health care

Dental coverage

Disability coverage

Favorable vacation benefits

Special banking perks

Qualifications

• 1-3 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.

Responsibilities

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

Skills

Sales Experience

Time Management

Customer Service

Education

High School diploma or equivalent

Job description

About Beem Credit Union â

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 BCs largest provincially regulated credit unions supporting the financial wellness of 193000 members from 66 branches across the province with $17 billion in assets under administration. Learn more about our journey at .

What this role is all about :

Beem Credit Union is looking for 2 Member Service Advisors to join our Orchard Centre branch in the heart of Kelowna B.C. As a Member Service Advisor at Beem you play a vital role in driving our companys financial success. By addressing our members core needs with excellence you not only enhance their experience but also identify opportunities to recommend and cross-sell additional products and services.

What youll do :

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

What will you bring :

• 1-3 years of job-related experience in a financial sales and service environment
• Basic understanding of credit products and procedures
• Knowledgeable in full range of investment products
• Financial planning courses considered an asset
• High School diploma or an equivalent combination of education and experience

What will you gain :

• Competitive base salary; reviewed annually. The salary range for this position is $47500 - $58100. The starting salary will be based on related education training and experience.
• Extended health care dental coverage and disability coverage
• Favorable vacation benefits - paid time off to recharge!
• Special banking perks - including mortgage and lending products
• 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.

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

Ready to join

Visit us at to learn more about what its 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.

Required Experience :

Unclear Seniority

Key Skills

Sales Experience,Time Management,Order Management System,Customer Service,Dealership Experience,GM Vehicles,Retail Sales,Tire Service,Automotive Repair,OSHA,Service Writing,Automotive Service

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 47500 - 58100