Posted Jul 31, 2025Member Service Advisor
Description
Beem Credit Union
Looking for Full Time Member Service Advisor
$47,500–$58,100 a year
Beem Credit Union is looking for a Member Services 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.
What you’ll do:
- 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.
A little about your qualifications:
- 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
- Financial planning courses considered an asset
- High School diploma or an equivalent combination of education and experience
What will you gain:
- Competitive base salary; reviewed annually. The salary range for this position is $47,500 - $58,100. The starting salary will be based on related education, training, and experience.
- Extended health care, dental coverage, and disability coverage
- Favorable vacation benefits - paid time off to recharge!
- Special banking perks - including mortgage and lending products
Credit Union! We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.
For more information and how to apply please visit: www.indeed.com