Financial Services Professional
3 weeks ago
About Beem Credit Union
Beem Credit Union, a leading financial institution in BC, is seeking a motivated 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 customer service and building strong relationships with our members.
Key Responsibilities:
- Build and maintain relationships with credit union members, identifying and meeting their financial needs.
- Provide full-cycle account services, including processing transactions, deposits, and investments.
- 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 and build 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.
What We Offer:
- Competitive base salary, reviewed annually.
- An incentive bonus plan.
- Extended health care, dental coverage, and disability coverage.
- Favorable vacation benefits.
- RRSP with Employer contributions.
- Special banking perks.
At Beem Credit Union, we value:
- Building Together: Collaboration, inclusivity, and teamwork.
- Own It: Taking charge, driving change, and delivering outstanding results.
- Lead with Agility: Dynamic thinking, challenge, and innovation.
- Driven by Curiosity: Exploring, learning, and shaping 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.
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