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Financial Services Professional
2 months ago
Beem 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 products and services, including personal and commercial banking, insurance, and wealth management.
Job SummaryWe 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 building relationships with credit union members, providing full-cycle account services, and identifying opportunities for additional business.
Key Responsibilities- Build relationships with credit union members, including seeking out new members and opening new accounts, along with maintaining positive and productive relationships with existing members.
- Provide full-cycle account services, including processing general banking transactions, identifying and processing deposits, investment and lending needs, and resolving account issues.
- Proactively connect with members to identify needs and seek opportunities for additional and future business, and strengthen members' banking relationships with Beem Credit Union.
- Collaborate with branches and other departments, and provide referrals to product specialists, to ensure a superior member experience and increase business across the credit union.
- Build and maintain a professional network within the branch and local community, and represent Beem Credit Union as a positive community partner.
- At least 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.
- 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 are committed to creating a future where everyone in our communities can achieve financial wellness. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions.
We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life. 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.
