12 meilleures offres (banking advisor, kelowna, bc) (à pourvoir)

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Everyday Banking Associate - Orchard Centre Branch

Beem Credit Union -
Kelowna, BC

Postuler dès maintenant

Détails du poste

Permanent
De 47 520 $ à 51 000 $ par an
Il y a 3 jours

Profil recherché

Développement des relations avec la clientèle
Recommandation de produits
Finance
Vente
Coaching
Études postsecondaires
Finance
Diplôme d'études secondaires
Service à la clientèle
Orientation vers les ventes
Détection de fraude
Orientation axée sur le service à la clientèle
Soutien à la clientèle
Services financiers
Dépôts
Consultation auprès de la clientèle
Affaires
Manipulation d'argent
Compétences en communication
Interaction avec les clients

Description complète du poste

Beem Credit Union: Banking for every journey

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: www.beemcreditunion.ca (http://www.beemcreditunion.ca/)

What this role is all about:

The Everyday Banking Associate serves as a trusted frontline advisor with a primary focus on delivering accurate everyday cash services and supporting fraud prevention while providing goal‑based financial guidance. This is a sales‑driven role that grows the business through proactive relationship building, tailored advisory conversations and a focus on achieving member‑centric goal. The Associate delivers exceptional in‑branch experiences by balancing high‑volume transactional support with foundational financial coaching and digital onboarding. The incumbent champions Beem’s People First and Digital First values by meeting members where they are and leveraging digital tools to enhance efficiency, engagement, and long‑term financial confidence.

This role is based out of our Orchard Centre Branch, working Tuesday to Saturday.

What you’ll do:

Everyday Banking and Cash Services

Execute day-to-day banking needs for members, ensuring personalized advisory and service delivery.
Lead all cash-related activities including deposits, withdrawals, foreign exchange, cheque certification, and other teller transactions.
Maintain strict adherence to cash handling procedures, ensuring accurate balancing and proactive fraud detection.
Support branch opening/closing activities and dual-control cash operations.
Act as the branch’s primary resource for complex cash-related inquiries.

Advice-First Member Engagement

Welcome members and manage lobby flow to ensure a positive branch experience.
Initiate needs discovery during transactions to identify opportunities for savings, credit, or payment solutions.
Provide tailored recommendations using everyday banking products and services.
Introduce and educate members on digital and self-serve tools (e.g., online banking, ATMs) for convenience and efficiency.

Financial Advice and Referrals

Engage members in conversations to uncover financial goals and recommend appropriate everyday banking solutions.
Educate members on available financial options, tools, and benefits to support informed decision-making.
Fulfill lending assessments and needs, referring complex needs to specialized lending and insurance growth partners, ensuring a seamless member experience.

Digital Empowerment

Provide coaching on self-serve tools during or after member interactions.
Troubleshoot in-the-moment issues, such as card access or mobile banking setup.
Support digital migration initiatives while maintaining excellence in in-person service delivery.

A little about your qualifications:

High school diploma or equivalent; post-secondary education in business or finance is an asset.
1-2 years' experience in customer service, cash handling, or financial services preferred.
Strong attention to detail and commitment to accuracy in all transactions.
Proven ability to establish, nurture, and strengthen member relationships through trust and proactive engagement
Excellent communication and interpersonal skills with a member-first mindset.
Ability to learn and adapt to digital banking tools and processes.
Equivalent combination of the above may be appropriate.

Total Rewards:

Our total rewards approach reflects Beem's values — celebrating success, investing in your growth, and supporting you at work and in life.

Compensation: Annual salary range of $47,520 - $51,000, with pay based on your skills and experience, and performance bonuses tied to shared goals
Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
Time Away: Vacation and personal days to rest, recharge, and manage life outside of work
Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
Beem Member Perks: Free banking accounts, special mortgage and lending rates, and preferred financial perks

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

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.

Ready to join?

Visit us at www.beemcreditunion.ca (http://www.beemcreditunion.ca) to learn more about what it’s like to work for Beem Credit Union! We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.

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.

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