Member Service Advisor - Lansdowne Branch

Beem Credit Union

1d•Onsite

About The Position

Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first service. Our mission is clear: financial wellness for all. We help British Columbians achieve their goals through personalized advice, innovative technology, and genuine human connection. As one of BC’s largest credit unions, we serve over 200,000 members across 66 branches with $18 billion in assets under administration. If you’re passionate about making a difference and want to join a team that values collaboration, innovation, and purpose, join us on the journey.

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

Develop full member relationships by analyzing member needs and recommending solutions.
Consult with and assist members on investment options using basic financial planning tools to further develop the relationship.
Proactively identify members’ financial needs and turn those needs into business opportunities and refer to internal specialists when appropriate.
Deliver on Beem's member service experience while promoting and educating members on self-service channel options to make banking easier.
Support the mission, vision and values, and work with integrated branch and multi-channel teams proactively supporting each other.
Follow the business model and Service Protocols when referring members, preparing for meetings and uncovering opportunities.
Make outbound member contacts for investment renewals as well as assigned marketing campaign calls.
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.