Banking Specialist; Temporary ; Penticton Branch

Everyday Banking Specialist (Temporary 15-months) - Penticton Branch

Job Category
:
Retail Branch (SPP)

Requisition Number
: EVERY
003478

• Full-Time
• On-site

Showing 1 location

Penticton Branch
251 W Green Ave
Penticton, BC V2A, CAN

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.

The Everyday Banking Specialist is a trusted financial advisor with expertise in everyday banking and cash services, delivering exceptional member experience through a blend of transactional support, proactive financial guidance, and digital enablement. As a sales driven role, the Specialist is accountable for achieving sales growth through goal‑based advisory, tailored solutions, and proactive relationship building.

This is an onsite temporary 15-month position at our Penticton Branch, working a schedule of Tuesday-Saturday.

• Complete high-volume, accurate cash transactions including deposits, withdrawals, bill payments, foreign exchange and certified cheques.
• Maintain cash drawer accuracy, balancing, fraud detection, and compliance with security protocols.
• Perform branch opening/closing and dual-control procedures; act as a resource for complex cash-related inquiries.
• Identify opportunities during transactions to initiate advisory conversations and uncover broader financial needs.
• Deliver everyday banking needs and advisory, including initiating the discovery of more complex needs and referrals for more complex solutions.

• Lead with discovery techniques to uncover short- and mid-term financial goals, including savings, credit, insurance, and investment needs.
• Recommend tailored everyday banking solutions and initiate conversations on lending and credit products.
• Manage member traffic and ensure seamless member experience during peak periods as required.

• Support members with the opening of accounts both personal and business, recommendations on savings plans, and completion of short-term credit solutions such as Overdrafts, Credit Cards and Instant Credit and JUDI AI business credit.
• Educate members on financial options, digital tools, and benefits to support informed decisions.
• Enhance services through referrals to advisors and specialists for complex lending, insurance, and financial planning needs, ensuring a warm handoff.

• Champion digital adoption by onboarding members to mobile, online, and ATM tools.
• Troubleshoot advanced digital issues and provide personalized coaching to build confidence in self-service tools.
• Support branch digital migration initiatives and coach peers on digital enablement strategies.
• Post-secondary education in business, finance, or related field preferred.
• Minimum 2-3 years of experience in financial services or advisory roles.
• Strong knowledge of everyday banking products and foundational lending principles.
• Proven ability to build and strengthen member relationships through trust and proactive engagement.
• Excellent communication and interpersonal skills with a member-first mindset.
• Advanced digital literacy…