Money Advisor - Gladstone Branch

Beem Credit Union • Vancouver, BC

8d • Onsite

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 aim to be a financial partner offering both digital ease and people-first service, with a mission of financial wellness for all British Columbians through personalized advice, innovative technology, and genuine human connection. As one of BC’s largest credit unions, Beem serves over 200,000 members across 66 branches with $18 billion in assets under administration. This Money Advisor position offers significant growth and knowledge to launch a professional career in financial services. It is described as a career, not just a job. As a Money Advisor, you will be the face of Beem Credit Union, central to the member experience, possessing an entrepreneurial spirit, personal drive, and initiative. The role requires a knack for balancing sales and outstanding customer service to find the best solutions for customers. This position is based at the Gladstone Branch located on Kingsway in Vancouver, BC.

Requirements

• 1-2 years experience in a sales and service-oriented role.
• Excellent customer service and strong relationship building abilities.
• Entrepreneurial and collaborative spirit.
• Self-initiative in driving your career and personal development.

Nice To Haves

• Degree or diploma in Business or Finance is preferred
• General understanding of retail banking principles is an asset

Responsibilities

• Builds relationships with credit union members, including seeking out new members and opening new accounts, along with maintaining positive and productive relationships with existing members.
• Provides full-cycle account services including processing general banking transactions, identifying and processing deposits, investment and lending needs and resolving account issues.
• Proactively connects with members to identify needs as well as seek opportunities for additional and future business and strengthen members’ banking relationships with Beem Credit Union.
• Collaborates with branches and other departments, and provides referrals to product specialists, to ensure a superior member experience and increase business across the credit union.
• Builds and maintains a professional network within the branch and local community and represents Beem Credit Union as a positive community partner.

Benefits

• Annual salary range: $47,500 -$58,100.
• Pay is based on your skills, experience, and the value you bring, with annual salary reviews.
• Meaningful recognition and, where applicable, performance bonuses tied to shared goals.
• Extended health and dental coverage.
• Mental health support.
• Disability coverage.
• Vacation and personal days to recharge and take care of life outside of work.
• Beem member perks: Enjoy free banking, preferred lending and mortgage rates, and other exclusive member benefits.
• Investing in your growth, recognizing success, and supporting you at work and beyond.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed