Financial Services Associate

Position: Financial Services Associate at Beem Credit Union
Elevate your career with Beem Credit Union as a Financial Services Associate 2 in North Vancouver, BC. Focus on personalized client service across banking, investments, credit, and insurance to drive financial wellness.

In this integral role, you will be a key member of the sales and service team, supporting clients in achieving financial goals through tailored products and services. With 1-2 years of experience in a financial institution, your expertise will guide clients on investment and lending options. This position requires a collaborative approach, actively using the “Four Pillars” method during client interactions.

Key Responsibilities:

• Provide service using the “Four Pillars” framework

• Advise clients on investment and lending products

• Update and manage Client Experience Management profiles

• Engage unassigned clients through campaigns

• Refer complex client needs to appropriate teams

Requirements:

• 1-2 years experience in financial services

• Knowledge of retail lending and investment products

• Progress in mutual funds course preferred

• Understanding of core financial products

• Some post-secondary education is preferred

Utilize your financial expertise to foster relationships and drive client success with Beem Credit Union.
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