Part-Time Member Service Advisor

3 weeks ago


Clearwater County, Canada G&F Financial Group Full time

About Beem Credit Union

Beem Credit Union, a leading financial institution in BC, is seeking a skilled Part-Time Member Service Advisor to join its team. As a key contributor to the financial success of the company, this role is 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.

Requirements:

  • 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 You'll Gain:

  • A competitive salary range.
  • Annual time off to recharge.
  • A defined benefits pension plan and confidential EAP service.
  • Special banking perks.

At Beem Credit Union, we value collaboration, innovation, and customer satisfaction. If you're a driven and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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