Member Service Advisor

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

Job summary

A regional credit union in Vernon, BC, is seeking a Member Service Advisor to enhance member experiences and drive business success. Responsibilities include managing transactions, opening accounts, and ensuring compliance with regulations. Required qualifications include 1-3 years of financial sales experience and a high-school diploma. The position offers an annual salary between $47,500 and $58,100, health coverage, and various member perks including free banking accounts and preferred lending rates.

Benefits

Health and dental coverage

Vacation and personal days

Free banking accounts

Special mortgage and lending rates

Qualifications

• 1–3 years of experience in a financial sales and service environment.
• Basic understanding of credit products and procedures.
• Knowledgeable in the full range of investment products.

Responsibilities

• Open accounts, process investments, and handle lending transactions.
• Conduct loan interviews and collect information for credit adjudication.
• Process transactions such as deposits, withdrawals, and bill payments.

Skills

Financial sales and service experience

Understanding of credit products

Knowledge of investment products

Education

High-school diploma or equivalent

Job description

Member Service Advisor – Personal Banking (Vernon, British Columbia, Canada)

Beem is a new credit union with 80 years of history, rising to meet the rapidly evolving challenges of the financial services industry. 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 1, 2025, Beem will be one of BC’s largest provincially regulated credit unions, supporting the financial wellness of 193,000 members from 66 branches across the province with $17 billion in assets under administration.

What this role is all about

Beem Credit Union is seeking a Member Services Advisor to join our Vernon Branch. In this role you will play a vital part in driving our company’s financial success by addressing members’ core needs with excellence, enhancing their experience, and identifying opportunities to recommend and cross‑sell additional products and services.

What you’ll do

• Open accounts, process investments, and handle lending transactions.
• Conduct loan interviews and collect and compile information for credit‑risk adjudication.
• 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 deposit, ATM balancing, night deposits, etc.
• Balance treasury blotter and post transactions daily.

What you’ll bring

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

Total Rewards

At Beem we believe great work deserves great rewards. That’s why we’ve built a Total Rewards package that goes beyond competitiveness to help you shine. From your pay to your peace of mind, we’ve got your back.

Compensation

Annual salary range: $47,500 – $58,100.

Performance and Recognition

Your success is Beem’s success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals.

Health and Wellness

• Extended health coverage including mental‑health support.
• Dental care.
• Disability coverage.

Time Off

• Vacation and personal days.

Retirement and Financial Well‑Being

• Generous RRSP contributions.
• In‑house financial advice to help you plan ahead.
• Flexible options to add your own contributions.

Member Perks

• Free banking accounts.
• Special mortgage and lending rates.
• Preferred financial perks.

Values

• Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
• Own It: You 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 Beem Credit Union to learn more about what it’s like to work for us. We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.

Equal Employment Opportunity

We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for all 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.

Reconciliation Statement

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.