Senior Money Advisor - Murrayville Branch
Top Benefits
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 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: Beem Credit Union seeks driven individuals to join us as Senior Money Advisor . This role offers exceptional opportunities for career advancement in the financial services sector. As the face of Beem Credit Union, you'll excel in identifying and meeting members' complex financial needs, collaborating with internal departments and business partners to ensure exceptional service delivery. If you're passionate about making a difference and thrive in a dynamic environment, join us and empower our members to achieve their financial goals.
This role is based out of our beautiful Murrayville Branch located in Langley, BC.
What you’ll do:
- Analyzes member needs, provides individualized financial advice and recommends appropriate Beem Credit Union products and services and alternatives, including cross-selling and referrals to specialists.
- Conducts interviews with members to identify lending needs and make recommendations. Gathers information related to loan applications including conducting credit checks.
- Sells, prepares and ensures accurate processing of lending, deposit and investment products and services.
- Provides account services to members and processes routine banking transactions.
- Troubleshoots and assists other branch employees with complex transactions and provides system overrides as necessary within set limits.
- Proactively participates in seasonal and ongoing marketing product campaigns.
- Builds full financial relationships by analyzing member needs and finding solutions; upsells, cross-sells and makes specialist referrals for credit union products to increase product and service penetration and wallet share.
- Engages in business development activities within the branch’s community. Actively looks for opportunities to bring new business to Beem Credit Union.
- Performs regular and proactive outbound calls for product renewals as well as marketing campaigns to increase member retention and wallet share.
- Proactively seeks opportunities to consolidate business from other financial institutions and strengthen financial relationships with Beem Credit Union.
A little about your qualifications:
- Minimum 3-6 years related experience.
- Post-secondary business degree or diploma is considered an asset.
- Consumer & Residential Mortgage Lending experience.
- Excellent customer service and strong relationship building abilities.
- Driving your career and personal development and ready to step into a leadership space.
What you’ll gain:
- Competitive base salary; reviewed annually. The salary range for this position is $58,500 - $75,700 and starting salary will be based on related education, accreditations, training, and experience.
- Extended health care, dental coverage, and disability coverage
- Favorable vacation benefits - paid time off to recharge!
- RRSP with Employer contributions, and the option to contribute yourself.
- 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 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
Senior Money Advisor - Murrayville Branch
Top Benefits
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 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: Beem Credit Union seeks driven individuals to join us as Senior Money Advisor . This role offers exceptional opportunities for career advancement in the financial services sector. As the face of Beem Credit Union, you'll excel in identifying and meeting members' complex financial needs, collaborating with internal departments and business partners to ensure exceptional service delivery. If you're passionate about making a difference and thrive in a dynamic environment, join us and empower our members to achieve their financial goals.
This role is based out of our beautiful Murrayville Branch located in Langley, BC.
What you’ll do:
- Analyzes member needs, provides individualized financial advice and recommends appropriate Beem Credit Union products and services and alternatives, including cross-selling and referrals to specialists.
- Conducts interviews with members to identify lending needs and make recommendations. Gathers information related to loan applications including conducting credit checks.
- Sells, prepares and ensures accurate processing of lending, deposit and investment products and services.
- Provides account services to members and processes routine banking transactions.
- Troubleshoots and assists other branch employees with complex transactions and provides system overrides as necessary within set limits.
- Proactively participates in seasonal and ongoing marketing product campaigns.
- Builds full financial relationships by analyzing member needs and finding solutions; upsells, cross-sells and makes specialist referrals for credit union products to increase product and service penetration and wallet share.
- Engages in business development activities within the branch’s community. Actively looks for opportunities to bring new business to Beem Credit Union.
- Performs regular and proactive outbound calls for product renewals as well as marketing campaigns to increase member retention and wallet share.
- Proactively seeks opportunities to consolidate business from other financial institutions and strengthen financial relationships with Beem Credit Union.
A little about your qualifications:
- Minimum 3-6 years related experience.
- Post-secondary business degree or diploma is considered an asset.
- Consumer & Residential Mortgage Lending experience.
- Excellent customer service and strong relationship building abilities.
- Driving your career and personal development and ready to step into a leadership space.
What you’ll gain:
- Competitive base salary; reviewed annually. The salary range for this position is $58,500 - $75,700 and starting salary will be based on related education, accreditations, training, and experience.
- Extended health care, dental coverage, and disability coverage
- Favorable vacation benefits - paid time off to recharge!
- RRSP with Employer contributions, and the option to contribute yourself.
- 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 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