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Financial Services Advisor
2 months ago
Beem Credit Union is a leading financial institution in British Columbia, with a strong commitment to serving its members and the community. As a member-owned cooperative, we strive to provide exceptional financial services and products that meet the evolving needs of our members.
Job SummaryWe are seeking a highly skilled and motivated Financial Services Advisor to join our team at our West Richmond Branch. As a key member of our team, you will be responsible for providing high-quality financial advice and services to our members, helping them achieve their financial goals and objectives.
Key Responsibilities- Provide personalized financial advice and guidance to members, identifying their financial needs and recommending suitable products and services.
- Build and maintain strong relationships with members, understanding their financial situations and providing tailored solutions to meet their needs.
- Process daily banking transactions, including account openings, loan applications, and deposit/investment products.
- Collaborate with internal teams to ensure seamless delivery of financial services and products to members.
- Stay up-to-date with industry trends, regulatory requirements, and product offerings to provide expert advice and guidance to members.
- Minimum 2 years of experience in financial services, preferably in a credit union or banking environment.
- Strong knowledge of financial products and services, including lending, deposit, and investment products.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with members and internal teams.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple responsibilities.
- Strong analytical and problem-solving skills, with the ability to make sound judgments and decisions.
- Competitive salary and bonus structure.
- Comprehensive benefits package, including extended health care, dental coverage, and disability coverage.
- Opportunities for professional growth and development, including training and education programs.
- A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.
We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
