Member Service Advisor

Vernon, BC, CA, Canada

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 a Member Services Advisor to join our Vernon 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 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. That's why we've built a Total Rewards package that's more than competitive--it's designed to help you shine. From your pay to your peace of mind, we've got your back.


Compensation




Annual salary range:

$47,500 - $58,100



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


Performance and recognition





Your success is Beem's success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals.


Health and wellness




We're 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 isn't extra--it's 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




Your future self will thank you.




Generous RRSP contributions In-house financial advice to help you plan ahead Flexible options to add your own contributions

Beem member perks




Little extras that make a big difference.




Free banking accounts Special mortgage and lending rates Preferred financial perks

The bottom line





Your Total Rewards aren't just a package--they're 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.


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.

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Job Detail

  • Job Id
    JD3098875
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Vernon, BC, CA, Canada
  • Education
    Not mentioned