Financial Services Representative
3 days ago
Beem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's vibrant communities. As a forward-thinking credit union, we strive to empower our members to achieve financial wellness and stability.
Job SummaryWe are seeking a highly motivated and customer-focused Money Advisor to join our team. As a key member of our branch network, you will play a vital role in building relationships with our members, providing expert advice on personal and commercial banking, and identifying opportunities for growth and development.
Key Responsibilities- Build and maintain strong relationships with credit union members, including seeking out new business opportunities and delivering exceptional customer service.
- Provide comprehensive account services, including processing transactions, identifying deposit and investment needs, and resolving account issues.
- Proactively connect with members to understand their financial goals and objectives, and provide tailored solutions to meet their needs.
- Collaborate with branches and other departments to ensure a seamless member experience and drive business growth across the credit union.
- Represent Beem Credit Union as a positive community partner, building relationships with local businesses and organizations.
- Minimum 2 years' experience in a sales and service-oriented role.
- Excellent customer service and relationship-building skills.
- Entrepreneurial spirit and ability to work independently.
- Self-initiative and drive to continuously develop and improve skills and knowledge.
- Degree or diploma in Business or Finance is preferred, but not required.
- Competitive base salary and annual review.
- Incentive bonus plan.
- Extended health care, dental coverage, and disability coverage.
- Favorable vacation benefits and paid time off.
- RRSP with employer contributions and option to contribute personally.
- Special banking perks, including mortgage and lending products.
- Build Together: We are a team-oriented organization that values collaboration and inclusivity.
- Own It: We empower our employees to take charge, drive change, and deliver outstanding results.
- Lead with Agility: We are a dynamic and adaptable organization that thrives on challenge and innovation.
- Driven by Curiosity: We are a learning organization that is eager to explore, learn, and shape the future.
We are committed to creating a diverse and inclusive work environment that reflects the communities we serve. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
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Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province. Our mission is to provide exceptional financial services to our members, while fostering a culture of innovation and community involvement.Job SummaryWe are seeking a highly motivated and customer-focused individual to join...
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Financial Services Representative
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Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province. Our mission is to provide exceptional financial services to our members, while fostering a culture of innovation and community involvement.Job SummaryWe are seeking a highly motivated and customer-focused individual to join...
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Financial Services Representative
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Financial Services Representative
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Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout G&F Financial GroupG&F Financial Group, a leading financial institution, is seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a key member of our team, you will play a vital role in providing exceptional service to our clients and helping them achieve their financial goals.Key Responsibilities:Build and...
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Financial Services Representative
3 days ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province. Our mission is to provide exceptional financial services to our members, while fostering a culture of innovation and community involvement.Job SummaryWe are seeking a highly motivated and customer-focused individual to join...
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Financial Services Representative
3 days ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province. Our mission is to provide exceptional financial services to our members, while fostering a culture of innovation and community involvement.Job SummaryWe are seeking a highly motivated and customer-focused individual to join...
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Financial Services Representative
2 hours ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province. Our mission is to provide exceptional financial services to our members, while fostering a culture of innovation and community involvement.Job SummaryWe are seeking a highly motivated and customer-focused individual to join...
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Financial Services Representative
2 weeks ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout G&F Financial GroupG&F Financial Group, a leading financial institution, is seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a key member of our team, you will play a vital role in providing exceptional service to our clients, building strong relationships, and driving business growth.Key...
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Financial Services Representative
2 weeks ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout G&F Financial GroupG&F Financial Group, a leading financial institution, is seeking a highly motivated and customer-focused individual to join our team as a Money Advisor. As a key member of our team, you will play a vital role in providing exceptional service to our clients, building strong relationships, and driving business growth.Key...
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Financial Services Representative
1 week ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's vibrant communities. As a forward-thinking credit union, we strive to empower our members to achieve financial wellness and stability.Job SummaryWe are seeking a highly motivated and customer-focused Money Advisor to join...
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Financial Services Representative
1 week ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's vibrant communities. As a forward-thinking credit union, we strive to empower our members to achieve financial wellness and stability.Job SummaryWe are seeking a highly motivated and customer-focused Money Advisor to join...
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Financial Services Representative
1 day ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's vibrant communities. As a forward-thinking credit union, we strive to empower our members to achieve financial wellness and stability.Job SummaryWe are seeking a highly motivated and customer-focused Money Advisor to join...
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Financial Services Representative
1 day ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's vibrant communities. As a forward-thinking credit union, we strive to empower our members to achieve financial wellness and stability.Job SummaryWe are seeking a highly motivated and customer-focused Money Advisor to join...
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Financial Services Representative
6 days ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's vibrant communities. As a Money Advisor, you will play a key role in helping our members achieve their financial goals and build a brighter future.Key ResponsibilitiesBuild and maintain strong relationships with credit...
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Financial Services Representative
6 days ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's vibrant communities. As a Money Advisor, you will play a key role in helping our members achieve their financial goals and build a brighter future.Key ResponsibilitiesBuild and maintain strong relationships with credit...
-
Financial Services Representative
5 days ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem 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...
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Financial Services Representative
5 days ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem 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...
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Financial Services Representative
1 day ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem 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 motivated and...
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Financial Services Representative
1 day ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem 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 motivated and...
