Member Service Advisor (Temporary 12-Months) - Merritt Branch

Beem Credit Union • Merritt, BC

12h • CA$47,500 - CA$58,100 • Onsite

About The Position

Beem Credit Union is looking for a temporary 12-month Member Service Advisor to join our Merritt Branch. As a Member Service Advisor at Beem, you play a vital role in driving our company's financial success. By addressing our members' core needs with excellence, you not only enhance their experience but also identify opportunities to recommend and cross-sell additional products and services. This is a fantastic opportunity to get your foot in the door with a growing organization!

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

• Annual salary range of $47,500 to $58,100, 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED