Member Service Advisor (Temporary 7-Months) - Kelowna Branch
Top Benefits
About the role
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
What this role is all about: Beem Credit Union is looking for a temporary 7-month Member Service Advisor to join our downtown Kelowna 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.
This is a fantastic opportunity to get your foot in the door with a growing organization!
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
Your Total Rewards At Beem, we believe great work deserves great rewards. That’s why we’ve built a Total Rewards package that’s more than competitive—it’s designed to help you shine. From your pay to your peace of mind, we’ve got your back.
Compensation Annual salary range: $47,500 - $58,100
Your pay reflects the skills, experience, and unique strengths you bring. We review salaries every year.
Financial well-being
- In-house financial advice to help you plan ahead
Beem member perks Little extras that make a big difference.
- Free banking accounts
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 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.
About Beem Credit Union
Beem Credit Union is driven to create a future where financial wellness is achievable by all. We’re building Beem with the shared values of Interior Savings and Gulf & Fraser—dedicated to delivering a better banking experience through a relentless pursuit of innovation, dedication to our community roots, plus the passion and expertise of our people.
With 50+ branches across the Lower Mainland, Fraser Valley, the Okanagan, the Interior, and Northern BC, we’re here to empower all British Columbians.
Join us and be part of a team that’s making banking brighter. Explore career openings, benefits and more at beemcreditunion.ca/careers
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Member Service Advisor (Temporary 7-Months) - Kelowna Branch
Top Benefits
About the role
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
What this role is all about: Beem Credit Union is looking for a temporary 7-month Member Service Advisor to join our downtown Kelowna 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.
This is a fantastic opportunity to get your foot in the door with a growing organization!
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
Your Total Rewards At Beem, we believe great work deserves great rewards. That’s why we’ve built a Total Rewards package that’s more than competitive—it’s designed to help you shine. From your pay to your peace of mind, we’ve got your back.
Compensation Annual salary range: $47,500 - $58,100
Your pay reflects the skills, experience, and unique strengths you bring. We review salaries every year.
Financial well-being
- In-house financial advice to help you plan ahead
Beem member perks Little extras that make a big difference.
- Free banking accounts
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 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.
About Beem Credit Union
Beem Credit Union is driven to create a future where financial wellness is achievable by all. We’re building Beem with the shared values of Interior Savings and Gulf & Fraser—dedicated to delivering a better banking experience through a relentless pursuit of innovation, dedication to our community roots, plus the passion and expertise of our people.
With 50+ branches across the Lower Mainland, Fraser Valley, the Okanagan, the Interior, and Northern BC, we’re here to empower all British Columbians.
Join us and be part of a team that’s making banking brighter. Explore career openings, benefits and more at beemcreditunion.ca/careers