Whistler Everyday Banking Advisor | Cash & Digital Coaching

Beem Credit Union; Algansee Township (MI); On-site; USD 33,000 - 36,000; Full time

Benefits offered by this job

Health & Wellness

Retirement & Financial Well-being

Vacation and Personal Days

Job summary

Beem Credit Union is seeking an Everyday Banking Associate at the Whistler Branch to deliver accurate cash services, assist with fraud prevention, and provide goal-based financial guidance. The role blends high-volume teller work with coaching and digital onboarding to enhance member confidence.

The position focuses on trusted frontline advisory, developing relationships through proactive engagement and tailored product recommendations while promoting Beem’s People First and Digital First values.

Qualifications

• High school diploma or equivalent; post-secondary education in business or finance is an asset.
• 1-2 years' experience in customer service, cash handling, or financial services preferred.
• Excellent communication and interpersonal skills with a member-first mindset.
• Ability to learn and adapt to digital banking tools.

Responsibilities

• Execute day-to-day banking needs for members, ensuring personalized advisory and service delivery.
• Lead all cash-related activities including deposits, withdrawals, foreign exchange, cheque certification, and other teller transactions.
• Maintain strict adherence to cash handling procedures, ensuring accurate balancing and proactive fraud detection.
• Support branch opening/closing activities and dual-control cash operations.
• Act as the branch’s primary resource for complex cash-related inquiries.
• Welcome members and manage lobby flow to ensure a positive branch experience.
• Initiate needs discovery during transactions to identify opportunities for savings, credit, or payment solutions.
• Provide tailored recommendations using everyday banking products and services.
• Introduce and educate members on digital and self-serve tools (e.g., online banking, ATMs) for convenience and efficiency.
• Engage in referrals to lending and insurance growth partners, ensuring seamless member experience.

Skills

Customer service

Cash handling

Communication skills

Relationship building

Digital banking tools

Education

High school diploma or equivalent

Post-secondary education in business or finance is an asset

Job description

Beem Credit Union is seeking an Everyday Banking Associate at the Whistler Branch to deliver accurate cash services, assist with fraud prevention, and provide goal-based financial guidance. The role blends high-volume teller work with coaching and digital onboarding to enhance member confidence.

The position focuses on trusted frontline advisory, developing relationships through proactive engagement and tailored product recommendations while promoting Beem’s People First and Digital First values.