Financial Services Representative
2 months ago
Beem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province. With a commitment to serving its members, Beem Credit Union offers a wide range of financial services, including personal and commercial banking, insurance, and wealth management.
Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a Money Advisor, you will be responsible for building relationships with credit union members, providing full-cycle account services, and identifying opportunities for additional business.
Key Responsibilities- Build relationships with credit union members, including seeking out new members and opening new accounts.
- Provide full-cycle account services, including processing general banking transactions, identifying and processing deposits, investment and lending needs, and resolving account issues.
- Proactively connect with members to identify needs and seek opportunities for additional business.
- Collaborate with branches and other departments to ensure a superior member experience and increase business across the credit union.
- Build and maintain a professional network within the branch and local community, representing Beem Credit Union as a positive community partner.
- Minimum 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.
- Competitive base salary, reviewed annually.
- An incentive bonus plan.
- Extended health care, dental coverage, and disability coverage.
- Favorable vacation benefits - paid time off to recharge.
- RRSP with Employer contributions, and the option to contribute yourself.
- Special banking perks - including mortgage and lending products.
- Build 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.
We 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.
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