Member Service Advisor - Kelowna Branch

Beem Credit UnionKelowna, BC
Onsite

About The Position

Beem Credit Union is looking for a Member Service Advisor to join their downtown Kelowna 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 and dental coverage
  • Mental health support
  • Disability coverage
  • Vacation and personal days
  • Free banking
  • Preferred lending and mortgage rates
  • Other exclusive member benefits
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