Beem Credit Union
Member Service Advisor - Oliver Branch
Beem Credit Union, Columbia, California, United States, 95310
3 days ago Be among the first 25 applicants.
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 Through your strong interpersonal skills, attention to detail and professionalism you will develop full member relationships by analyzing member needs and recommending solutions. You will consult with and assist members on investment options using basic financial planning tools to further develop the relationship. In building full member relationships, you will proactively identify members’ financial needs and turn those needs into business opportunities and refer to internal specialists when appropriate. You will also deliver on Beem's member service experience while promoting and educating members on self-service channel options to make banking easier.
With strong communication skills and adaptability, you will support the mission, vision and values, and work with integrated branch and multi-channel teams proactively supporting each other. You will follow the business model and Service Protocols when referring members, preparing for meetings and uncovering opportunities. You will make outbound member contacts for investment renewals as well as assigned marketing campaign calls.
This Member Service Advisor role is onsite at our
Oliver Branch , working a full time Tuesday-Saturday schedule.
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.
A little about your qualifications
High School diploma or an equivalent combination of education and experience.
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.
Compensation The starting salary for this position is $49,583.56.
Performance and recognition Your success is Beem’s success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals.
Health and wellness We’re invested in your well-being.
Extended health coverage, including mental health support.
Dental care that keeps you smiling.
Disability coverage for peace of mind.
Retirement and financial well-being Your future self will thank you.
Pension after probation.
In‑house financial advice to help you plan ahead.
Flexible options to add your own contributions.
Beem member perks Little extras that make a big difference.
Free banking accounts.
Special mortgage and lending rates.
Preferred financial perks.
The bottom line Your Total Rewards aren’t just a package—they’re a reflection of our values. We build together by celebrating success, own it by investing in your growth, and keep things welcoming by making sure you feel supported at work, at home, and wherever your journey takes you.
Our values
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.
#J-18808-Ljbffr
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 Through your strong interpersonal skills, attention to detail and professionalism you will develop full member relationships by analyzing member needs and recommending solutions. You will consult with and assist members on investment options using basic financial planning tools to further develop the relationship. In building full member relationships, you will proactively identify members’ financial needs and turn those needs into business opportunities and refer to internal specialists when appropriate. You will also deliver on Beem's member service experience while promoting and educating members on self-service channel options to make banking easier.
With strong communication skills and adaptability, you will support the mission, vision and values, and work with integrated branch and multi-channel teams proactively supporting each other. You will follow the business model and Service Protocols when referring members, preparing for meetings and uncovering opportunities. You will make outbound member contacts for investment renewals as well as assigned marketing campaign calls.
This Member Service Advisor role is onsite at our
Oliver Branch , working a full time Tuesday-Saturday schedule.
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.
A little about your qualifications
High School diploma or an equivalent combination of education and experience.
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.
Compensation The starting salary for this position is $49,583.56.
Performance and recognition Your success is Beem’s success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals.
Health and wellness We’re invested in your well-being.
Extended health coverage, including mental health support.
Dental care that keeps you smiling.
Disability coverage for peace of mind.
Retirement and financial well-being Your future self will thank you.
Pension after probation.
In‑house financial advice to help you plan ahead.
Flexible options to add your own contributions.
Beem member perks Little extras that make a big difference.
Free banking accounts.
Special mortgage and lending rates.
Preferred financial perks.
The bottom line Your Total Rewards aren’t just a package—they’re a reflection of our values. We build together by celebrating success, own it by investing in your growth, and keep things welcoming by making sure you feel supported at work, at home, and wherever your journey takes you.
Our values
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.
#J-18808-Ljbffr