Member Service Advisor - Oliver Branch

3 days ago Be among the first 25 applicants.

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.

Learn more:

Through your strong interpersonal skills, attention to detail and professionalism you will develop full member relationships by analyzing member needs and recommending solutions. You will consult with and assist members on investment options using basic financial planning tools to further develop the relationship. In building full member relationships, you will proactively identify members’ financial needs and turn those needs into business opportunities and refer to internal specialists when appropriate.

You will also deliver on Beem's member service experience while promoting and educating members on self-service channel options to make banking easier.

With strong communication skills and adaptability, you will support the mission, vision and values, and work with integrated branch and multi-channel teams proactively supporting each other. You will follow the business model and Service Protocols when referring members, preparing for meetings and uncovering opportunities. You will make outbound member contacts for investment renewals as well as assigned marketing campaign calls.

This Member Service Advisor role is onsite at our Oliver Branch
, working a full time Tuesday-Saturday schedule.

• 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.

• 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.
• Financial planning courses considered an asset.

The starting salary for this position is $49,583.56.

Your success is Beem’s success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals.

We’re invested in your well-being.

• Extended health coverage, including mental health support.
• Dental care that keeps you smiling.
• Disability coverage for peace of mind.

Your future self will thank you.

• Pension after probation.
• In‑house financial advice to help you plan ahead.
• Flexible options to add your own contributions.

Little extras that make a big difference.

• Free banking accounts.
• Special mortgage and lending rates.
• Preferred financial perks.

Your Total Rewards aren’t just a package—they’re a reflection of our values. We build together by celebrating success, own it by investing in your growth, and keep things welcoming by making sure you feel supported at work, at home, and wherever your journey takes you.

• Build Together:
  You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
• Own It:
  You are ready to take charge, drive change, and deliver outstanding results.
• Lead with Agility:
  You are a dynamic, adaptable thinker who thrives on…