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:

Beem Credit Union is looking for motivated individuals looking to grow a career in financial services to join us in the role of

Financial Services Representative (Temporary 6 Months)

. This is a position that offers an abundance of growth and knowledge to launch your professional career in financial services and empower you to be your best. This is not just a job--it's a career. As a Financial Services Representative (FSR), you play an important role in Beem achieving the organization's strategic goals and supporting our corporate vision. In this role you process a wide variety of financial transactions and promote and deliver a broad range of services related to demand, credit and other deposit products. You are also a resource for developing and building new and existing member relationships by proactively identifying member needs and matching their needs with a full range of banking products and services and the appropriate staff resource. Your work requires that you maintain a high level of accuracy and confidentiality. In a challenging and dynamic environment, you actively participate with your team in creating a positive and productive workplace.



This role will be based out of

Grand Forks;

this cozy town invites you to experience the beauty of the Kootenay region. Surrounded by the tranquil Granby and Kettle Rivers, it's a haven for nature lovers seeking serenity. With a tight-knit community, vibrant arts scene, and easy access to local gems, Grand Forks offers the perfect blend of relaxation and adventure

What you'll do:

Demonstrate a professional, courteous and respectful manner. Consistently apply Gulf & Fraser's Standards of Conduct and Service Quality. Process deposits, withdrawals, bill payments, bank drafts, loan payments, credit card advances and other member counter service transactions. Set up and modification of MemberCard, MemberLink and MemberDirect accounts. Balance and process ATM transactions. Handle cash, cash equivalents, safeguarding keys, passwords, teller stamps and other related items in accordance with Credit Union policies and practices. Accurate and timely balancing of all transactional activity. Receive and screen incoming phone calls, determining caller needs, distributing and scheduling member contact, referrals to other Credit Union staff and appointments as needed. Greet members and respond to inquiries regarding Credit Union products and services, processing member transactions and requests and resolving routine member service issues. Apply communication and listening skills to identify needs-based opportunities, refer more complex requests and

opportunities to appropriate Credit Union staff.
Promote demand, deposit, wealth management and loan products and services. Prepare, modify and maintain member account documentation. Promptly follow up all internal referrals and member contact procedures to ensure a high level of comprehensive member service. Liaise between Account Managers, Tellers, Call Centre, and Administration team to maintain the efficient flow of

documentation and effective communication.
Maintain a professional standard of conduct at all times, adhere to established security procedures and confidentiality

policies.
Participate in the development, implementation and achievement of department goals, sales targets and performance

measurements.
Refer member service requests and transactions outside of your area of responsibility to appropriate staff.

A little about your qualifications:

Secondary School diploma plus 2 years' experience in a financial institution or Credit Union, including a minimum of 1 year in a sales and service position. Proven ability to follow specific procedures and accurately and efficiently complete job responsibilities. Proven ability to effectively manage multiple tasks concurrently. Proven ability to accurately balance all posted transactions in a timely fashion. Demonstrated proficiency working in a team environment with shared duties and responsibilities. Demonstrated proficiency in providing professional, friendly, knowledgeable service to members. Able to communicate effectively, both verbally and in writing.

What you'll gain:

The starting bi-weekly salary for this position is $1,710.56. Top-notch benefits plan & confidential EAP service. Annual time off to recharge. Defined Benefits Pension Plan. Special banking perks. Professional development - we're truly committed to our team's growth through in-house training, personal coaching, leadership development programs, mentorship, tuition reimbursement, professional dues coverage, and conference participation.

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

B

uild Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.

O

wn It: You are ready to take charge, drive change, and deliver outstanding results.

L

ead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.

D

riven 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 quali?ed 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.