Financial Services Representative

4 weeks ago


Vancouver, British Columbia, Canada G&F Financial Group Full time

About Beem Credit Union

Beem Credit Union, a leading financial institution in BC, is seeking a highly motivated individual to join our team as a Money Advisor. With a strong focus on customer service and financial expertise, this role offers a unique opportunity to grow a career in financial services and make a meaningful impact in our communities.

Key Responsibilities:

  • Build relationships with credit union members, identifying their financial needs and providing personalized solutions.
  • Process general banking transactions, deposits, investments, and lending needs, ensuring a seamless member experience.
  • Proactively connect with members to identify opportunities for additional business and strengthen their banking relationships with Beem Credit Union.
  • Collaborate with branches and other departments to ensure a superior member experience and increase business across the credit union.
  • Represent Beem Credit Union as a positive community partner, building and maintaining a professional network within the branch and local community.

Requirements:

  • 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.

What We Offer:

  • 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.

At Beem Credit Union, we value:

  • Building 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.

Ready to make a difference?

Visit us at [website URL] to learn more about what it's like to work for Beem Credit Union. We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.

We at Beem Credit Union 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. We are committed to a fair and equitable hiring process for all candidates.



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