Advisor, Finance & Banking, Bank Customer Service

Position: Money Advisor at Beem Credit Union
Location: New Westminster

Join Beem Credit Union as a Money Advisor in Current Westminster. Engage with members, provide banking solutions, and develop strong relationships to enhance customer service.

In this customer-focused role, you will be instrumental in delivering comprehensive banking services. Your responsibilities will involve connecting with members for routine transactions and identifying their financial needs. This position is ideal for those who embrace entrepreneurial spirit while fostering teamwork and community engagement.

Key Responsibilities:

• Develop and strengthen relationships with credit union members

• Manage full-cycle account services and transactions

• Proactively identify additional banking needs for members

• Collaborate with branches to support member referrals

• Advocate for Beem Credit Union within the local community

Requirements:

• 1–2 years in a sales-oriented role

• Demonstrated excellent customer service skills

• Team-oriented and entrepreneurial mindset

• Business or Finance degree/diploma preferred

• Understanding of retail banking principles

Elevate member banking experiences and community ties as a Money Advisor with Beem Credit Union.
#J-18808-Ljbffr