Member Service Advisor

G&F Financial Group; Kelowna; On-site; CAD 45,000 - 65,000; Full time

Job summary

Beem Credit Union is seeking a Member Services Advisor to enhance member experience and drive financial success at their Orchard Centre Branch. The role involves processing transactions, conducting loans, and cross-selling financial products. Join a dynamic team that values collaboration and inclusivity while providing competitive salary and benefits.

Benefits

Competitive base salary

Extended health care

Dental coverage

Disability coverage

Favorable vacation benefits

Special banking perks

Qualifications

• 2+ years of job-related experience in financial sales and service.
• Basic understanding of credit products and procedures.
• Knowledgeable in a full range of investment products.

Responsibilities

• Open accounts and process investment & lending transactions.
• Conduct loan interviews for credit risk assessment.
• Process member transactions and adhere to regulatory requirements.

Skills

Customer Service

Financial Sales

Credit Products Knowledge

Investment Products Knowledge

Education

High School Diploma or Equivalent

Financial Planning Courses (Asset)

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 $ billion in assets under administration. Learn more about our journey at .

What this role is all about :

Beem Credit Union is looking for a Member Services Advisor to join our Orchard Centre Branch. As a Member Service Advisor at Beem, you play a vital role in driving our company's 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 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 Deposit, etc.
• Balance treasury blotter and post transactions daily.
• Have years of job-related experience in a financial sales and service environment.
• Possess a basic understanding of credit products and procedures.
• Be knowledgeable in a full range of investment products.
• Financial planning courses are considered an asset.
• Hold a 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 $, - $,. 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.

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 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.