Member Service Advisor
1 week ago
About BeemBeem 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 BCs largest provincially regulated credit unions supporting the financial wellness of 193000 members from 66 branches across the province with $17 billion in assets under administration. Learn more about our journey at .What this role is all aboutBeem Credit Union is looking for a Member Services Advisor to join our Barriere 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 doOpen 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.Qualifications1-3 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.Total RewardsAt Beem we believe great work deserves great 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.CompensationStarting salary: $50266.58Health and wellnessWe’re invested in your well‑beingExtended health coverage including mental health support.Dental care that keeps you smiling.Disability coverage for peace of mind.Take the time you need to relax, explore or just catch up on life with vacation days.Retirement and financial well‑beingPension plan.In‑house financial advice to help you plan ahead.Little extras that make a big differenceFree banking accounts.Special mortgage and lending rates.Preferred financial perks.The bottom lineYour Total Rewards aren’t just a package they’re a reflection of our values. We build together by celebrating success, owning it, and investing in your growth while keeping things welcoming by making sure you feel supported at work, at home, and wherever your journey takes you.ValuesBuild 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 joinVisit us at 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.LocationBarriere Branch, Barriere, British Columbia. #J-18808-Ljbffr
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Member Services Advisor — Barriere Branch
1 week ago
Barrie, Canada Personal Banking Full timeA financial services company in Barrie, Ontario, is seeking a Member Services Advisor. The role involves opening accounts, processing transactions, and addressing members' financial needs. Candidates should have 1-3 years in financial sales and service, a basic understanding of credit products, and a High School diploma. The position offers a starting salary...
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