Small Business Account Manager (Temporary 1-year) - Fort St. John Branch

Beem Credit Union; Fort St. John; On-site; CAD 73,000 - 86,000; Full time

Job summary

A progressive credit union in Fort St. John is seeking a Small Business Account Manager for a temporary 1-year position. This role involves driving financial success through business development initiatives, providing tailored financial advice, and managing a portfolio of high-value business members. Ideal candidates will have a business degree and several years of experience in financial sales.

Benefits

Extended health care

Dental coverage

Favorable vacation benefits

Qualifications

• 4–6 years of experience in a financial sales and service environment.
• Preferred experience in writing and adjudicating small business credit.
• Knowledge of credit policies and regulatory requirements.

Responsibilities

• Lead initiatives to grow business relationships through campaigns and networking.
• Deliver comprehensive financial advice across credit and investments.
• Implement retention strategies to deepen member relationships.

Skills

Financial Sales

Business Development

Client Communication

Education

Business degree or 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 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. Learn more about our journey at www.beemcreditunion.ca.

What this role is all about:

As a Small Business Account Manager (Temporary 1-year), you are a key contributor to the financial success of Beem Credit Union. You actively grow your portfolio through business development initiatives such as campaigns, seminars, and networking with external Centres of Influence. You provide tailored advice in business credit, cash management, investments, and financial planning, while making appropriate referrals to ensure member needs are met. You are entrepreneurial in spirit, results-driven, and focused on acquiring and retaining high-value business members. You also support and coach team members to identify growth opportunities and contribute to the overall success of the Small Business Banking team.

This role will be a 1-year placement based out of the Fort St. John Branch located in Fort St. John, British Columbia.

What you’ll do:

Sales & Business Development

• Lead initiatives to grow business relationships through campaigns, seminars, and networking.
• Create and execute business plans to grow your book of business and meet portfolio targets.
• Identify and acquire members with high investment complexity based on market opportunities.

Member Advice & Relationship Management

• Deliver comprehensive financial advice across credit, cash management, investments, and planning.
• Build member confidence by helping them achieve their financial goals.
• Make strategic referrals to internal partners to ensure holistic member support.

Portfolio Management & Retention

• Implement retention strategies and value-added activities to deepen member relationships.
• Promote self-service banking options to improve convenience and efficiency for managed accounts.
• Deliver proactive service through regular outreach and portfolio reviews.

Collaboration & Team Support

• Work as part of an integrated multi-channel team to support member needs.
• Coach and mentor team members to identify and pursue portfolio growth opportunities.
• Collaborate with financial subsidiaries and partners to expand service offerings.

Operational Excellence

• Identify potential managed small business members in collaboration with the core team.
• Maintain accurate documentation and adhere to compliance standards.
• Perform other duties as assigned to support team and organizational goals.

What will you bring:

• Business degree or diploma from a recognized post-secondary institution, or equivalent education and experience.
• 4–6 years of experience in a financial sales and service environment.
• Preferred experience in writing and adjudicating small business credit.
• Knowledge of credit policies, lending guidelines and regulatory requirements.
• Ability to communicate clearly and professionally with clients and internal stakeholders.

What will you gain:

• The salary range for this position is $73,600– $85,900.
• 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 www.beemcreditunion.ca 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.