Member Service Advisor at Beem

Join Beem Credit Union as a Member Service Advisor at the Lansdowne Branch in Kamloops, BC. This full-time role focuses on aiding members with their financial journeys through personalized service and innovative solutions.

In this on-site position, you will utilize your strong interpersonal skills to cultivate full member relationships. Analyze member needs, recommend investment options, and provide support for transactions while ensuring adherence to regulatory standards. You will proactively identify opportunities and engage in meaningful member interactions that drive financial wellness.

Key Responsibilities:

• Process member accounts, investments, and lending transactions

• Conduct thorough loan interviews for accurate assessments

• Handle deposits, withdrawals, and transfers efficiently

• Complete administrative duties, ensuring compliance

• Balance daily transactions accurately

Requirements:

• High School diploma or equivalent experience

• 1-3 years in the financial services sector

• Familiarity with credit products and services

• Comprehensive investment product knowledge

• Financial planning certifications are a plus

Become a vital part of Beem’s mission to provide exceptional member service and guidance.
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