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Member Service Advisor (Temporary 14 Months)

G&F Financial Group

Fort St. John

On-site

CAD 40,000 - 55,000

Full time

30+ days ago

Benefits

Extended health care
Dental coverage
Disability coverage
Paid vacation benefits
Special banking perks

Qualifications

  • Years of job-related experience in a financial sales and service environment.
  • Understanding of credit products and procedures.
  • Completion of financial planning courses is an asset.

Responsibilities

  • 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, and bill payments.

Skills

Customer Service
Financial Product Knowledge
Sales Skills

Education

High School Diploma

Job description

Beem is a new credit union with a rich history. Rising to the 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 :

Beem Credit Union is looking for a Member Services Advisor (Temporary, Months) to join our Fort St. John 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 like outgoing cheque deposits, ATM balancing, and Night Deposit.
  • Balance treasury blotter and post transactions daily.
  • Possess years of job-related experience in a financial sales and service environment.
  • Have 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 depend 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, with our values at the forefront:

  • 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 inclusive employment practices and an accessible business environment. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are dedicated to a fair and equitable hiring process. All applications are reviewed by 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.

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