Account Manager, Lending (Temporary 14 Months) - Fort St. John Branch
About The Position
As an Account Manager – Lending, you are a key contributor to the financial success of Beem. You actively grow the business through initiatives such as campaigns, seminars, and networking with external centers of influence. In the absence of Branch Management, you may oversee branch operations, act as a team lead, resolve complex member issues, and ensure service and security standards are maintained. Through a comprehensive advisory approach focused on the four quadrants of financial planning-cash flow, credit, investment, and protection-you help members achieve their financial goals and increase their financial confidence. You are responsible for creating and executing business plans to grow your book of business, meeting or exceeding individual targets, and contributing to the overall success of Beem. Entrepreneurial in spirit, you implement retention strategies and proactively network to deepen existing relationships and attract new members. This is an on-site, temporary 14-month position located at our Fort St. John Branch.
Requirements
- High School diploma plus (1) year of formal post-secondary education or an equivalent combination of education and experience
- 4-6 years of job related experience in a financial sales and service environment
Nice To Haves
- Demonstrated leadership experience an asset
Responsibilities
- Promote and encourage self-service channel options to enhance member convenience.
- Deliver proactive service through outbound calls and follow-ups.
- Collaborate as part of an integrated branch and multi-channel team to support shared goals.
- Follow Beem’s business model when preparing for meetings, referring members, and uncovering opportunities.
- Provide leadership support by mentoring junior employees and offering feedback on technical skills and behaviors.
- Participate in pilot projects and testing of new practices, technologies, and offerings.
- Serve as a subject matter expert and represent Beem on internal committees and focus groups.
Benefits
- Annual salary range of $58,500 - $68,800, with pay based on your skills and experience
- Extended health coverage (including mental health support) and dental care
- Vacation and personal days to rest, recharge, and manage life outside of work
- In-house financial advice
- Free banking accounts
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
