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Money Advisor

4 months ago

Vancouver, Canada Gulf & Fraser 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**:
The primary purpose of this role is to provide high-quality financial advice and services to meet the needs of new and existing members. This is done by actively engaging members at their first point of contact to identify their financial needs and then promoting personal banking solutions along with meeting member’s core transactional needs. The Money Advisor maintains and grows the member portfolio by identifying members’ needs and referring them to our business partners as appropriate. The successful incumbent has an entrepreneurial spirit and takes personal initiative.

This role is based out of our beautiful Main Street Branch, located in Vancouver, BC.

**You will find success based on your ability to**:

- Emulate Beem Credit Union philosophy of finding practical solutions for our members in the four quadrants of Plan, Save, Borrow and Protect
- Proactively engage members, actively listening to their financial needs and finding solutions that anchor the relationship with Beem Credit Union
- Develop, build and maintain the member’s full relationship by providing optimum service
- Educate and transition members to appropriate alternate delivery channels
- Accurately complete service routines while identifying best practices and efficiencies
- A self-starter who takes pride in delivering, tracking and being rewarded for a high level of performance
- Be a relationship builder who can develop internal and external relationships
- Be passionate about building community relationships with your Beem Credit Union team and the community
- Have the due diligence, business acumen and knowledge of Beem Credit Union’s policies and the regulatory environment to ensure we safeguard the company’s assets
- Taking professional pride in the branch premises and yourself ensuring that the member experience the best Beem Credit Union has to offer when they enter the branch.

**Specific Accountabilities**

1. Provides account services to members, and process general daily banking transactions.
2. Opening personal accounts and ensuring information is accurately input. Processing of additional products associated with opening accounts, cross selling related products.
3. Build full money relationships by analyzing member needs and finding solutions. Outlining benefits, alternatives and advising on the best product and service match; actively cross selling credit union products to increase product and service penetration per member.
5. Sells, prepares and ensures accurate processing of deposit/investment products and services including Term Deposits, RRSPs, RRIFs, RESPs and related transactions, and the withdrawal of the aforementioned. Monitors and handles the re-investment of special rate term deposits.
6. Looks for opportunities to consolidate business from other financial institutions and strengthen banking relationship with Beem Credit Union. Refers members to Beem Credit Union Insurance and Wealth Management staff, when appropriate.
7. Resolves problems with member’s accounts and deposit instruments using sound judgment to make timely and effective decisions that consider both short
- and long-term risks, impacts and outcomes.
8. Reviews all reports as assigned to identify variances and required action; refers problem areas to Management for resolution.
9. Composes routine member correspondence.
10. Makes outbound calls for mortgage and deposit product renewals as well as marketing campaigns as assigned to increase retention and member product penetration.
11. Establishes a high personal standard of performance by contributing to Branch metrics and service standards and actively participating as a team player in all branch programs, including driving your own development and career.

**Primary Con