Personal Advisor

1 month ago

Langley, Canada Beem Credit Union Full time

**About Beem**

Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial banking and a full range of insurance and wealth management services from 53 branches that span BC from downtown Vancouver to the North Peace region.

At Beem, we strive to create a future where everyone in our communities can achieve financial wellness. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.

Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit

**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 Personal Advisor. The Personal Advisor is a key role in the Member Hub, acting as first point of contact for member calls and is an example of service excellence and powerful first impressions. The Personal Advisor provides a superior member experience by proactively solving member inquiries, promoting Beem Credit Union’s products and services and collaborating to support the branch network and other departments in maintaining and growing the member portfolio while building lasting and meaningful relationships.

**What you’ll do**:

- Provides non-cash related account services to members and processes routine banking transactions.
- Analyzes member needs, provides individualized financial advice and recommends appropriate Beem Credit Union products and services and alternatives, including cross-selling and referrals to specialists.
- Sells, prepares and ensures accurate processing of deposit and investment products and services including Term Deposits, RRSPs, RRIF’s, RESPs and related transactions.
- Proactively participates in seasonal and ongoing marketing product campaigns.
- Maintains records of financial information, produces financial reports and maintains financial systems to provide accurate, timely and relevant information for the most effective decision making.
- Reviews computer generated reports such as overdraft, new accounts and term maturities to identify variances and necessary action.
- Performs regular and proactive outbound calls for mortgage and deposit product renewals as well as marketing campaigns to increase member retention and wallet share.
- Proactively seeks opportunities to consolidate business from other financial institutions and strengthen financial relationships with Beem Credit Union.
- Proactively identifies and recommends process improvements for better efficiencies.
- Collaborates with specialist departments by referring members for additional services.

**A little about your qualifications**:

- Post-secondary business degree or diploma, or a combination of education and experience
- 2-3 years’ related experience
- Back to Basics - Lending Program
- Financial Planning 1 or equivalent is recommended
- CUIC 210: Consumer & Residential Mortgage Lending is preferred
- Equivalent combination of the above may be appropriate

**What will you gain**:

- Competitive base salary; reviewed annually. The salary range for this position is $40,000 to $50,000. The starting salary will be based on related education, training, and experience.
- An incentive bonus plan.
- Extended health care, dental coverage and disability coverage.
- Favorable vacation benefits - paid time off to recharge #LI-Onsite
- RRSP with Employer contributions, and the option to contribute yourself.
- Special banking perks - including mortgage and lending products.

**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?

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