Member Service Advisor - Ashcroft Branch
Member Service Advisor - Ashcroft Branch
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Ashcroft, Canada
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Last edited: less than a week ago
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Description
Beem Credit Union is looking for a Member Service Advisor to join our Ashcroft Branch. At Beem, you will play a vital role in driving the company's financial success by addressing members' core needs with excellence. You’ll 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.
What will you bring
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.
Compensation, Performance&Recognition Annual salary range: $47,500– $58,100. Pay is based on your skills, experience, and the value you bring, with annual salary reviews. We recognize strong performance through meaningful recognition and, where applicable, performance bonuses tied to shared goals.
Health&wellness and Time away We support your well‑being with extended health and dental coverage, mental health support, and disability coverage. Enjoy vacation and personal days to recharge and take care of life outside of work.
Financial well‑being You’ll have access to Beem member perks: free banking, preferred lending and mortgage rates, and other exclusive member benefits.
The bottom line Our Total Rewards reflect who we are— investing in your growth, recognizing success, and supporting you at work and beyond.
Values
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 challenge and innovation.
Driven by Curiosity: You are eager to explore, learn, and shape the future.
We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team.
Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.
#J-18808-Ljbffr
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.
What will you bring
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.
Compensation, Performance&Recognition Annual salary range: $47,500– $58,100. Pay is based on your skills, experience, and the value you bring, with annual salary reviews. We recognize strong performance through meaningful recognition and, where applicable, performance bonuses tied to shared goals.
Health&wellness and Time away We support your well‑being with extended health and dental coverage, mental health support, and disability coverage. Enjoy vacation and personal days to recharge and take care of life outside of work.
Financial well‑being You’ll have access to Beem member perks: free banking, preferred lending and mortgage rates, and other exclusive member benefits.
The bottom line Our Total Rewards reflect who we are— investing in your growth, recognizing success, and supporting you at work and beyond.
Values
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 challenge and innovation.
Driven by Curiosity: You are eager to explore, learn, and shape the future.
We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team.
Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.
#J-18808-Ljbffr
Highlights
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Company nameBeem Credit Union
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Job positionMember Service Advisor - Ashcroft Branch
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Member Service Advisor - Ashcroft Branch has been posted in the Kamloops Legal & Consulting category on Locanto.
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