Sales Support Specialist

Kelowna Hub
St. Paul Street
Kelowna, BC V1Y 6P1, CAN

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.

The Sales Support Specialist provides operational and administrative support to the Commercial and Small Business Divisions, ensuring a premium level of service to assigned business clients. This role focuses on accurate processing, compliance, and collaboration across departments to deliver exceptional client experiences and support business growth.

• Serves as secondary point of contact along with the Portfolio Manager and subject matter expert for business procedures to staff and clients.
• Builds strong partnerships with Portfolio Managers through efficient administrative processes and relationship-building techniques.
• Responds to client requests, processes transactions, and ensures seamless service delivery.
• Facilitates wire transfers, foreign exchange, and money instruments following AML and corporate guidelines.
• Assists Advisors and Relationship Managers with reactive client contacts and opportunity tracking.

• Processes Loan documents, changes, and deficiencies accurately and efficiently.
• Supports loan/mortgage administration, credit reviews, reporting, and scheduling.
• Processes Annual Line of Credit Reviews and assists with margin reporting for Small Business.
• Utilizes Client Relationship Management (CRM) system for accurate data collection and compliance (AML, KYC).
• Liaises with internal departments such as Credit Approvals, Legal, Lending Services, and external partners to ensure smooth processes.
• Proactively identifies and facilitates cross-referral opportunities between Commercial Relationship Managers, Business Advisors, and other internal partners.
• Coordinates with Cash Management department for credit card and payment solutions.

• Adheres to safety, security, and fraud prevention policies.
• Operates within transaction approval limits and follows AML guidelines.
• Investigates and follows up on potential fraudulent account activity.
• Post-secondary business diploma or degree
• Proficiency in Banking system, Microsoft suite i.e. Teams, Excel, PowerPoint and Word
• 3 to 5 years' related experience with at least 1 year of lending experience
• Equivalent combination of the above may be appropriate

Our total rewards approach reflects Beem's values - celebrating success, investing in your growth, and supporting you at work and in life.

• Compensation: Annual salary range of $59,900 - $70,500 with pay based on your skills and experience, and performance bonuses tied to shared goals
• Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
• Time Away: Vacation and personal days to rest, recharge, and manage life outside of work
• Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
• Beem Member Perks: Free banking…