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Financial Services Associate 1 - Full Time

Whistler, BC
CA$46,700 - CA$51,000/annually
Mid Level
full_time

Top Benefits

Competitive base salary $46,700-$51,000 annually
Additional $1.54 hourly cost of living adjustment
Extended health, dental, and disability coverage after 6 months

About the role

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 is 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. This is a role within our BlueShore division, at the Whistler Village location.

What this role is all about:

This is the position where most banking professionals start their career. This front-line service and sales role will build the foundation for a long career in banking. Traditionally called a "teller", this role has evolved to include an elevated level of knowledge than previously required. Times have changed and so has the role. If you see yourself working in banking for the long run, this is where to start.

Employee Type: Full Time (Monday-Friday or Tuesday Saturday flexibility required)

What you’ll do:

  • Process transactional needs of clients including cash transactions, deposits, withdrawals, loan/bill payments, cheque cashing/ordering, foreign currency, fund transfers, drafts, official cheques, and personal information updates on accounts.
  • Initiate conversations with clients to proactively identify their financial needs.
  • Enthusiastically sell BlueShore Financial products and services or refer clients with more complex requirements to specialized branch staff.
  • Apply and uphold branch policies, procedures and controls to meet compliance requirements and protect our branch and client's assets.

What you’ll bring:

  • 1-2 years of customer service and cash experience (sales experience preferred).
  • Some post-secondary education preferred.

What you’ll gain:

  • Competitive base salary; reviewed annually. The salary range for this position is $46,700- $51,000 annually. Starting salary will be based on related education, accreditations, training, and experience.
  • Additional $1.54 hourly for cost of living in Whistler.
  • Extended health care, dental coverage, and disability coverage (after 6 months)
  • 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.

About BlueShore Financial

Financial Services
201-500

BlueShore Financial is a full-service financial institution offering a wide range of banking, borrowing, wealth management, insurance and business solutions. Serving clients from our Financial Spa™ branches located in Vancouver and Burnaby, across the North Shore, Whistler and the Sea-to-Sky region, we administer over $6 billion in assets and have been consistently ranked among the top 20 financial planning firms in Metro Vancouver.

In addition to convenient everyday banking and borrowing services, our expert financial advice and integrated team approach to lifespring® financial planning consider each client's specific goals, incorporating the expertise of investment, insurance, business and commercial banking specialists.

We've been named among the "Best Employers in Canada" by Kincentric, and "Canada's 10 Most Admired Corporate Cultures™" by Waterstone Human Capital. We innovate to exceed client expectations, delivering an exceptional banking experience, unique in the industry.

You don't compromise when it comes to creating a lifestyle that fulfills your dreams. Don't compromise on your banking services.