Member Service Advisor - Lansdowne Branch

Job Category: Retail Branch (SPP)

Requisition Number: MEMBE
003379

• Full-Time
• On-site

Showing 1 location

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 membersacross 66 brancheswith $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.

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 Lansdowne Branch in Kamloops, B.C.

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.
• 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 $52,390.52.

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

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

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, owning it by investing in your growth, and keeping 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.

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.