Money Advisor (temporary 12 Months) West Broadway Branch

Vancouver, 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 motivated individuals looking to grow a career in financial services to join us in the role of Money Advisor. This position 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 Money Advisor, you are the face of Beem Credit Union and central to the member experience. You have an entrepreneurial spirit, personal drive, and initiative, and thrive on seeking out the best solutions for your customers with your knack for balancing sales and outstanding customer service.



This is a temporary 12-month role and will be based out of our beautiful

West Broadway Branch.




What you'll do:




Builds relationships with credit union members, including seeking out new members and opening new accounts, along with maintaining positive and productive relationships with existing members. Provides full-cycle account services including processing general banking transactions, identifying and processing deposits, investment and lending needs and resolving account issues. Proactively connects with members to identify needs as well as seek opportunities for additional and future business and strengthen members' banking relationships with Beem Credit Union. Collaborates with branches and other departments, and provides referrals to product specialists, to ensure a superior member experience and increase business across the credit union. Builds and maintains a professional network within the branch and local community and represents Beem Credit Union as a positive community partner.

A little about your qualifications:




1-2 years' experience in a sales and service-oriented role Excellent customer service and strong relationship building abilities Entrepreneurial and collaborative spirit Self-initiative in driving your career and personal development. Degree or diploma in Business or Finance is preferred; general understanding of retail banking principles is an asset.

What will you gain:




Competitive base salary; reviewed annually. The salary range for this position is $47,500 - $58,100. Extended health care. Favorable vacation bene?ts - paid time o? to recharge! #LI-Onsite

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.


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
    JD2488956
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Vancouver, BC, CA, Canada
  • Education
    Not mentioned