Everyday Banking Specialist - Kelowna Hub

Beem Credit Union • Kelowna, BC

4d • CA$54,600 - CA$59,000 • Hybrid

About The Position

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 a hybrid position on a rotating scheduled between Monday to Saturday, with Tuesday and Wednesday in office.

Requirements

• 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 and ability to coach others on digital tools.

Nice To Haves

• Post-secondary education in business, finance, or related field preferred.

Responsibilities

• 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.

Benefits

• Annual salary range of $54,600 - $59,000, with pay based on your skills and experience, and performance bonuses tied to shared goals
• Extended health coverage (including mental health support), dental care, and disability coverage
• Vacation and personal days to rest, recharge, and manage life outside of work
• Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
• Free banking accounts, special mortgage and lending rates, and preferred financial perks

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree