Member Service Advisor - Lake Country Branch
Beem Credit Union•Lake Country, BC
•CA$47,500 - CA$58,100•Onsite
About The Position
Beem Credit Union is looking for a Member Service Advisor to join their Lake Country Branch. As a Member Service Advisor at Beem, you play a vital role in driving the company's financial success. By addressing members' core needs with excellence, you not only enhance their experience but also identify opportunities to recommend and cross-sell additional products and services.
Requirements
- 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
- High School diploma or an equivalent combination of education and experience
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
- Vacation and personal days
- Generous RRSP contributions
- In-house financial advice
- 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
