Member Service Advisor

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

Job summary

A regional credit union in Vernon is seeking a Member Services Advisor to enhance member experiences by addressing core financial needs. Responsibilities include processing transactions, conducting loan interviews, and promoting additional services. Ideal candidates should have 1-3 years in financial services, a high school diploma, and a basic understanding of credit products. The position offers an annual salary range of $47,500 - $58,100 and a comprehensive total rewards package including health benefits and RRSP contributions.

Benefits

Free banking accounts

Special mortgage and lending rates

Preferred financial 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 full range of investment products.

Responsibilities

• Open accounts and process investment & lending transactions.
• Conduct loan interviews and collect information for credit risk adjudication.
• Process member transactions such as deposits and withdrawals.

Skills

Sales Experience

Customer Service

Time Management

Education

High School diploma

Job description

About Beem Credit Union

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 a Member Services Advisor to join our Vernon Branch. 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

Your Total Rewards

At Beem we believe great work deserves great rewards. Thats why weve built a Total Rewards package thats more than competitiveits designed to help you shine. From your pay to your peace of mind weve got your back.

Compensation

Annual salary range : $47500 - $58100

Your pay reflects the skills experience and unique strengths you bring. We review salaries every year.

Performance and recognition

Your success is Beems success. We reward great performance through recognition and where applicable performance bonuses tied to shared goals.

Health and wellness

Were invested in your well-being

• Extended health coverage including mental health support
• Dental care that keeps you smiling
• Disability coverage for peace of mind

Time away : Rest isnt extraits essential

• Take the time you need to relax explore or just catch up on life with 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

Beem member perks

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

The bottom line

Your Total Rewards arent just a packagetheyre a reflection of our values. We build together by celebrating success own it by investing in your growth and keep things welcoming by making sure you feel supported at work at home and wherever your journey takes you.

Values

• 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 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 qualiïed 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