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Part-Time Member Service Advisor

2 months ago

Clearwater County, Canada G&F Financial Group Full time
About Beem Credit Union

Beem Credit Union is a leading financial institution in British Columbia, serving over 500,000 members across the province. With a strong commitment to financial wellness, we offer a wide range of personal and commercial banking services, as well as insurance and wealth management solutions.

Job Summary

We are seeking a highly skilled Part-Time Member Service Advisor to join our team at our Clearwater Branch. As a key contributor to our financial success, you will be responsible for assisting members with all aspects of their financial needs, from account transactions and inquiries to lending and investment opportunities.

Key Responsibilities
  • Develop full member relationships by analyzing member needs and recommending solutions.
  • Consult with and assist members with investment options using basic financial planning tools.
  • Proactively identify members' financial needs and turn those needs into business opportunities.
  • Deliver exceptional member service experience while promoting and educating members on self-service channel options.
  • Support the mission, vision, and values of Beem Credit Union, working collaboratively with integrated branch and multi-channel teams.
Requirements
  • Minimum 2 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.
What We Offer
  • Competitive salary range: $45,000 - $60,000 per year.
  • Annual time off to recharge.
  • Defined benefits pension plan & confidential EAP service.
  • Special banking perks.

We are committed to creating a future where everyone in our communities can achieve financial wellness. If you are a driven, collaborative, and positive professional looking to grow your career and contribute meaningfully to your community, we encourage you to apply.