Money Advisor - Metrotown (Part-time)

at  Gulf Fraser

ABOUT BEEM

Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial banking and a full range of insurance and wealth management services from 53 branches that span BC from downtown Vancouver to the North Peace region
At Beem, we strive to create a future where everyone in our communities can achieve financial wellness. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.
Learn more about our journey to build Beem Credit Union at www.beemcreditunion.ca.
Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit!

A LITTLE ABOUT YOUR QUALIFICATIONS:

• 1-2 years’ experience in a sales and service-oriented role
• Excellent customer service and strong relationship building abilities
• Entrepreneurial and collaborative spirit
• Self-initiative in driving your career and personal development.
• Degree or diploma in Business or Finance is preferred; general understanding of retail banking principles is an asset.

WHAT THIS ROLE IS ALL ABOUT:

Beem Credit Union is looking for motivated individuals looking to grow a career in financial services to join us in the role of Money Advisor (Part-time). This position offers an abundance of growth and knowledge to launch your professional career in financial services and empower you to be your best. This is not just a job—it’s a career. As a Money Advisor, you are the face of Beem Credit Union and central to the member experience. You have an entrepreneurial spirit, personal drive, and initiative, and thrive on seeking out the best solutions for your customers with your knack for balancing sales and outstanding customer service.
This role will be based out of our beautiful Metrotown Branch in Burnaby, BC.

WHAT YOU’LL DO:

• Builds relationships with credit union members, including seeking out new members and opening new accounts, along with maintaining positive and productive relationships with existing members.
• Provides full-cycle account services including processing general banking transactions, identifying and processing deposits, investment and lending needs and resolving account issues.
• Proactively connects with members to identify needs as well as seek opportunities for additional and future business and strengthen members’ banking relationships with Beem Credit Union.
• Collaborates with branches and other departments, and provides referrals to product specialists, to ensure a superior member experience and increase business across the credit union.
• Builds and maintains a professional network within the branch and local community and represents Beem Credit Union as a positive community partner.