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 Lead is a senior frontline advisor specializing in everyday

banking and cash services, serving as a central figure within the branch. The position provides peer support to front line teams, support branch administrative responsibilities, and drives member engagement through goal‑based advisory and service excellence. As a sales‑driven position, the Lead is accountable in advancing business growth and fostering proactive conversations that uncover member needs and connect them to tailored financial solutions and digital tools. While the role offers operational and peer support, it does not include formal staff management. As an advocate for Beem’s People First and Digital First values, the Everyday Banking Lead encourages a high‑performance environment that elevates member experiences, strengthens digital adoption, and contributes to overall branch success. 

What you’ll do

Peer Support and Knowledge Resource

• Support cash operations, ensuring adherence to balancing, dual-control, and security protocols.  
• Assist with branch activities including opening and closing procedures, supply coordination, reporting maintenance needs, and supporting audit readiness.  
• Act as subject matter expert for Everyday Banking Associates and Specialists, offering guidance on complex transactions, member interactions, and digital coaching.  
• Support peers by sharing knowledge and practical guidance to ensure operational consistency. 
• Assist in onboarding and training new team members using established training models to support consistent service and operational standards. 
• Model advice-first engagement and champion digital adoption to enhance member experience and team capability. 

Operational Excellence

• Ensure compliance with regulatory requirements and internal policies across everyday banking activities. 
• Make recommendations to Branch Manager to support scheduling, optimize lobby flow and member experience. 
• Partner with the branch management to identify process improvements and implement best practices. 
• Deliver high-volume cash services and handle complex transactions such as large deposits, cash orders, and specialized requests.  

Member Engagement & Advisory

• Lead advanced discovery conversations to uncover member goals and recommend tailored solutions. 
• Handle complex everyday banking needs, including account openings, lending referrals, and digital troubleshooting. 
• Support branch sales and referral goals through proactive member engagement and peer support that promotes advice-first service. 

Digital Enablement

• Champion digital adoption initiatives within the branch, ensuring members and advisors are confident using self-service tools. 
• Troubleshoot advanced digital issues and provide personalized support to members. 
• Champion digital migration progress and make recommendations for improvement. 

A little about your qualifications

• Post-secondary education in business, finance, or a related field (preferred). 
• Minimum of 3 years of experience in financial services with demonstrated success in advisory roles. 
• Strong knowledge of everyday banking products, cash operations, and foundational lending principles. 
• Ability to identify operational gaps and recommend effective solutions. 
• Advanced digital literacy with the ability to champion digital transformation initiatives. 
• Demonstrates accountability, consistency and precision in operational execution. 

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: Starting hourly rate of $33.20, with pay based on your skills and experience
• Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
• Time Away: Vacation days to rest, recharge, and manage life outside of work
• Retirement & Financial Well-being: Generous retirement plan and in-house financial advice
• 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.