Financial Services Representative

1 month ago


Vancouver, British Columbia, Canada G&F Financial Group Full time
About Beem Credit Union

Beem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province. We are committed to providing our members with exceptional service and a wide range of financial products and services.

Job Summary

We 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 providing financial guidance and advice to our members, helping them to achieve their financial goals and objectives.

Key Responsibilities
  • Build and maintain relationships with credit union members, providing them with personalized financial advice and guidance.
  • Assist members with their financial needs, including opening new accounts, processing transactions, and providing investment and lending advice.
  • Collaborate with other departments to ensure a seamless member experience and to identify opportunities for business growth.
  • Stay up-to-date with industry trends and developments, and provide recommendations to management on how to improve our services and products.
Requirements
  • Minimum 2 years of experience in a sales and service-oriented role.
  • Excellent customer service and communication skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Strong analytical and problem-solving skills.
What We Offer
  • Competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.


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