Current jobs related to Member Service Advisor - Barriere British Columbia VE Canada - Beem

  • Member Service Advisor

    2 weeks ago

    Oliver, British Columbia, VH, Canada Beem Full time

    Beem Credit Union: Banking for every journeyBeem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we've united to create a financial partner that offers both digital ease and people-first service.Our mission is clear: financial wellness for all. We help British Columbians achieve their...

  • Practice Advisor

    1 week ago

    british columbia, Canada OSI GROUP - GROUPE SOI Full time

    Who is OSI Group?OSI Group is expanding and we’re looking for a Practice Advisor to join our dynamic team in British-Columbia.With a national network of 900+ optometry clinics, OSI Group has been championing independent optometry for more than 40 years. Passionate, loyal, and constantly innovating, we’re the largest buying group of its kind in Canada. We...

  • Wealth Services Advisor

    2 weeks ago

    Cranbrook, British Columbia, VCA, Canada StellerVista Credit Union Full time

    StellerVista Credit Union has been in partnership with Nelson & District Credit Union since 2012. We are MoneyWorks, doing business as StellerVista MoneyWorks and NDCU MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members' financial needs with the best solutions tailored to their situation. We provide a...

  • Member Advisor

    2 weeks ago

    Goodsoil, Saskatchewan, Canada Innovation Federal Credit Union Careers Full time

    Member Advisor The Member Advisor position gives you the opportunity to explore the financial industry as the initial contact for our members and work cross-functionally with the rest of the organization to follow through with member requests and be a champion of our digital platforms. We're searching for passionate individuals to fill our Member Advisor...

  • Senior Insurance Advisor

    1 week ago

    Vernon, British Columbia, Canada BCAA Full time

    Why BCAA?Feel proud of what you do and help shape the future of BC at a BC Top Employer. We're driven by purpose – delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger communities,...

  • Member Advisor

    2 weeks ago

    North Battleford, Saskatchewan, Canada Innovation Federal Credit Union Careers Full time

    Member AdvisorWe're looking for a Member Advisor to join our team This position is integral to the function of our organization, playing a critical role in our member service team. Candidates have excellent communication and interpersonal skills, a strong ability to provide knowledgeable and timely advice, and a commitment to delivering exceptional customer...

  • Commercial Client Advisor

    1 week ago

    British Columbia, Canada CapriCMW Full time

    The Commercial Client Advisor role assists the Client Executive in providing the highest quality service to CapriCMW clients; coordinating the administrative and marketing processes within their sales team **Essential Functions**: - Work with Sales and Broking team in planning, gathering and compiling of necessary information on new and renewal business -...

  • Member Service Specialist

    2 weeks ago

    Chilliwack, British Columbia, Canada Prospera Credit Union Full time

    Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24 branches, Prospera is...

  • Financial Advisor

    2 weeks ago

    Salmon Arm, British Columbia, Canada SASCU Full time

    As aFinancial Advisor, you will seek to understand what is important to each member and partner with them on their individual financial journey. Servicing an assigned portfolio, the Advisor is responsible for deepening member relationships and uncovering members' short- and long-term goals; tailored solutions may include loans, investments, or day-to-day...

  • Credit Advisor

    2 days ago

    Surrey, British Columbia, VTX, Canada c) 2022 Westminster Savings Credit Union Full time

    TEAM LOCAL is hiringBuilt on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24...

Member Service Advisor

2 weeks ago

Barriere British Columbia VE Canada Beem Full time

Beem Credit Union: Banking for every journey

Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we've united to create a financial partner that offers both digital ease and people-first service.

Our mission is clear: financial wellness for all. We help British Columbians achieve their goals through personalized advice, innovative technology, and genuine human connection.

As one of BC's largest credit unions, we serve over 200,000 members across 66 branches with $18 billion in assets under administration. 

If you're passionate about making a difference and want to join a team that values collaboration, innovation, and purpose, join us on the journey.

Learn more:

What this role is all about:

Through your strong interpersonal skills, attention to detail and professionalism you will develop full member relationships by analyzing member needs and recommending solutions. You will consult with and assist members on investment options using basic financial planning tools to further develop the relationship. In building full member relationships, you will proactively identify members' financial needs and turn those needs into business opportunities and refer to internal specialists when appropriate. You will also deliver on Beem's member service experience while promoting and educating members on self-service channel options to make banking easier.

With strong communication skills and adaptability, you will support the mission, vision and values, and work with integrated branch and multi-channel teams proactively supporting each other. You will follow the business model and Service Protocols when referring members, preparing for meetings and uncovering opportunities. You will make outbound member contacts for investment renewals as well as assigned marketing campaign calls.

This Member Service Advisor role is onsite at our Barriere Branch, working a full time Tuesday-Saturday schedule. 

What you'll do:

  • Open accounts, process investments & lending transactions.
  • Conduct loan interviews and collect and compile relevant information for credit risk adjudication.
  • Process member transactions such as deposits, withdrawals, transfers, bill payments, wires, drafts, term deposits, etc.
  • Adhere to standards and regulatory requirements.
  • Assist with branch administrative duties such as outgoing cheque deposit, ATM balancing, Night Deposit, etc.
  • Balance treasury blotter and post transactions daily.

A little about your qualifications:

  • High School diploma or an equivalent combination of education and experience
  • 1-3 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
  • Financial planning courses considered an asset

Compensation  

The starting salary for this position is $50,266.58.

Performance and recognition 
Your success is Beem's success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals.  

Health and wellness  

We're invested in your well-being  

  • Extended health coverage, including mental health support.
  • Dental care that keeps you smiling.
  • Disability coverage for peace of mind.

Retirement and financial well-being  

Your future self will thank you.  

  • Pension after probation
  • In-house financial advice to help you plan ahead.
  • Flexible options to add your own contributions. 

Beem member perks  

Little extras that make a big difference.  

  • Free banking accounts.
  • Special mortgage and lending rates.
  • Preferred financial perks.

The bottom line  

Your Total Rewards aren't just a package—they're a reflection of our values. We build together by celebrating success, own it by investing in your growth, and keep things welcoming by making sure you feel supported at work, at home, and wherever your journey takes you.  

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do 

  • Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
  • Own It: You are ready to take charge, drive change, and deliver outstanding results.
  • Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
  • Driven by Curiosity: You are eager to explore, learn, and shape the future.

Ready to join? 

Visit us at  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. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team. 

Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.