About Beem Credit Union

Beem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem, we are combining our strengths to better serve our members. As of January 1, 2025, Beem will be one of BC’s largest provincially regulated credit unions, supporting the financial wellness of 193,000 members from 66 branches across the province with $17 billion in assets under administration. Learn more about our journey at www.beemcreditunion.ca.

What this role is all about:

We are looking for an Account Manager I to join our team at the Oliver Branch!

Through comprehensive advisory experience, you increase members’ financial confidence by helping them achieve their financial goals. You provide the appropriate advisory service and make the necessary referrals to ensure the members’ needs are met. You are responsible for creating and executing business plans that grow your book of business. You are results oriented and are responsible for meeting and/or exceeding the specific individual portfolio growth targets while contributing to the success of Beem as a whole. You are entrepreneurial in spirit and implement retention strategies with value added activities. You proactively network with a diverse range of members focusing on developing and acquiring those with a high investment complexity as influenced by market locations and perform other duties as assigned.

What you’ll do:

• Build partnerships by effectively communicating with employees and members and accessing the needed information to meet needs.
• Through the provision of willing & capable help, reducing member effort and creating opportunities for learning and education, meet member needs and build excellent, loyal relationships over time.
• Application of techniques and people strategies for guiding and implementing change.
• Promote quality work through effective contribution to, and support for, team efforts to accomplish the objectives of the team as a whole.
• Promote and encourage self-service channel options when appropriate to make banking easier for managed accounts.
• Deliver on service standards around pro-active calls to managed accounts.
• Work as part of an integrated branch and multi-channel team to proactively support others.
• Follow Beem's business model when referring members, preparing for meetings and asking questions.

What you’ll bring:

• 4-6 years of job-related experience in a financial sales and service environment.
• High School diploma plus (1) year of formal post-secondary education or an equivalent combination of education and experience.
• Must possess a Mutual Funds License.

What you’ll gain:

• Competitive base salary; reviewed annually. The starting salary for this position is $58,112.08.
• Extended health care, dental coverage, and disability coverage.
• Favorable vacation benefits - paid time off to recharge!
• Special banking perks - including mortgage and lending products.

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.