Personal Advisor

Beem Credit Union•Burnaby, BC

9d•Hybrid

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, 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. The Personal Advisor is a key role in the Member Hub, acting as first point of contact for member calls and is an example of service excellence and powerful first impressions. The Personal Advisor provides a superior member experience by proactively solving member inquiries, promoting Beem Credit Union’s products and services and collaborating to support the branch network and other departments in maintaining and growing the member portfolio while building lasting and meaningful relationships. This position requires ability to travel between our Member Hubs in Burnaby and Langley, BC, with reliable transportation. The successful candidate must be flexible with a rotating schedule, including Monday to Friday or Tuesday to Saturday, and early morning and evening shifts.

Requirements

Post-secondary business degree or diploma, or a combination of education and experience
2-3 years’ related experience
Back to Basics – Lending Program
Financial Planning 1 or equivalent is recommended
CUIC 210: Consumer & Residential Mortgage Lending is preferred
Equivalent combination of the above may be appropriate

Responsibilities

Provides non-cash related account services to members and processes routine banking transactions.
Analyzes member needs, provides individualized financial advice and recommends appropriate Beem Credit Union products and services and alternatives, including cross-selling and referrals to specialists.
Conducts interviews with members to identify lending needs and make recommendations. Gathers information related to loan applications including conducting credit checks.
Sells, prepares and ensures accurate processing of deposit and investment products and services including Term Deposits, RRSPs, RRIF’s, RESPs and related transactions.
Proactively participates in seasonal and ongoing marketing product campaigns.
Maintains records of financial information, produces financial reports and maintains financial systems to provide accurate, timely and relevant information for the most effective decision making.
Reviews computer generated reports such as overdraft, new accounts and term maturities to identify variances and necessary action.
Performs regular and proactive outbound calls for mortgage and deposit product renewals as well as marketing campaigns to increase member retention and wallet share.
Proactively seeks opportunities to consolidate business from other financial institutions and strengthen financial relationships with Beem Credit Union.
Proactively identifies and recommends process improvements for better efficiencies.
Collaborates with specialist departments by referring members for additional services.

Benefits

Starting annual salary of $49,822 (aligned to union agreement terms), with pay based on your skills and experience, and performance bonuses tied to shared goals
Extended health coverage (including mental health support)
Dental care
Disability coverage
Vacation and personal days
Generous RRSP contributions
In-house financial advice
Flexible options to add your own contributions
Free banking accounts
Special mortgage and lending rates
Preferred financial perks