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Member Service Advisor - Lake Branch

Job in Lake Country, Vernon, BC, Canada
Listing for: Beem Credit Union
Full Time position
Listed on 2026-05-22
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Analyst, Bank Customer Service, Financial Consultant
Salary/Wage Range or Industry Benchmark: 47500 - 58100 CAD Yearly CAD 47500.00 58100.00 YEAR
Job Description & How to Apply Below
Position: Member Service Advisor - Lake Country Branch
Location: Lake Country

Member Service Advisor - Lake Country Branch

Job Category
:
Retail Branch (non SPP)

Requisition Number
: MEMBE
003317

  • Posted :
    May 19, 2026
  • Full-Time
  • On-site
Locations

Showing 1 location

Lake Country Branch
9522 Main St
Lake Country, BC V4V, CAN

Description

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.

Beem Credit Union is looking for a Member Service Advisor to join our Lake Country Branch. As a Member Service Advisor at Beem, you play a vital role in driving our company's financial success. By addressing our members' core needs with excellence, you not only enhance their experience but also identify opportunities to recommend and cross-sell additional products and services.

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.

What will you bring:

  • 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
  • High School diploma or an equivalent combination of education and experience

Total Rewards:

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 $47,500 – $58,100
    , 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 accounts, special mortgage and lending rates, and preferred financial perks

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.

Ready to join?

Visit us at  to learn more about what it’s like to work for Beem Credit Union! We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.

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.

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