Everyday Banking Lead - Oliver Branch

Beem Credit Union•Oliver, BC

22h•Onsite

About The Position

The Everyday Banking Lead is a senior frontline advisor specializing in everyday banking and cash services, serving as a central figure within the branch. The position provides peer support to front line teams, support branch administrative responsibilities, and drives member engagement through goal-based advisory and service excellence. As a sales-driven position, the Lead is accountable in advancing business growth and fostering proactive conversations that uncover member needs and connect them to tailored financial solutions and digital tools. While the role offers operational and peer support, it does not include formal staff management. As an advocate for Beem’s People First and Digital First values, the Everyday Banking Lead encourages a high-performance environment that elevates member experiences, strengthens digital adoption, and contributes to overall branch success.

Requirements

Minimum of 3 years of experience in financial services with demonstrated success in advisory roles.
Strong knowledge of everyday banking products, cash operations, and foundational lending principles.
Ability to identify operational gaps and recommend effective solutions.
Advanced digital literacy with the ability to champion digital transformation initiatives.
Demonstrates accountability, consistency and precision in operational execution.

Nice To Haves

Post-secondary education in business, finance, or a related field

Responsibilities

Support cash operations, ensuring adherence to balancing, dual-control, and security protocols.
Assist with branch activities including opening and closing procedures, supply coordination, reporting maintenance needs, and supporting audit readiness.
Act as subject matter expert for Everyday Banking Associates and Specialists, offering guidance on complex transactions, member interactions, and digital coaching.
Support peers by sharing knowledge and practical guidance to ensure operational consistency.
Assist in onboarding and training new team members using established training models to support consistent service and operational standards.
Model advice-first engagement and champion digital adoption to enhance member experience and team capability.
Ensure compliance with regulatory requirements and internal policies across everyday banking activities.
Make recommendations to Branch Manager to support scheduling, optimize lobby flow and member experience.
Partner with the branch management to identify process improvements and implement best practices.
Deliver high-volume cash services and handle complex transactions such as large deposits, cash orders, and specialized requests.
Lead advanced discovery conversations to uncover member goals and recommend tailored solutions.
Handle complex everyday banking needs, including account openings, lending referrals, and digital troubleshooting.
Support branch sales and referral goals through proactive member engagement and peer support that promotes advice-first service.
Champion digital adoption initiatives within the branch, ensuring members and advisors are confident using self-service tools.
Troubleshoot advanced digital issues and provide personalized support to members.
Champion digital migration progress and make recommendations for improvement.