Member Service Advisor - Lansdowne Branch
About The Position
Beem Credit Union is redefining what it means to be a credit union with 80 years of cooperative history and a bold vision for the future. They offer financial partnership with digital ease and people-first service, aiming for financial wellness for all. As one of BC’s largest credit unions, they serve over 200,000 members across 66 branches with $18 billion in assets under administration. This role is for a Member Service Advisor at the Lansdowne Branch in Kamloops, B.C., focusing on developing full member relationships by analyzing needs, recommending solutions, and consulting on investment options using basic financial planning tools. The role involves proactively identifying financial needs, turning them into business opportunities, and referring to internal specialists. It also includes delivering Beem's member service experience, promoting self-service channels, supporting integrated branch and multi-channel teams, and adhering to business models and service protocols. Additionally, the role involves making outbound member contacts for investment renewals and marketing campaigns.
Requirements
- High School diploma or an equivalent combination of education and experience
- 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
Nice To Haves
- Financial planning courses considered an asset
Responsibilities
- 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.
Benefits
- Extended health coverage, including mental health support.
- Dental care
- Disability coverage
- Pension after probation
- In-house financial advice
- Flexible options to add your own contributions.
- Free banking accounts.
- Special mortgage and lending rates.
- Preferred financial perks.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
