Everyday Banking Specialist - Kelowna Branch

Job Category : Retail Branch (SPP)

Requisition Number : EVERY

- Full-Time
- On-site

Locations

Showing 1 location

Kelowna Branch
101-678 Bernard Ave
Kelowna, BC V1Y 6P3, CAN

Description

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 transparent:financial wellness for all. We help British Columbians achieve their goals through personalized advice, cutting-edge technology, and genuine human connection.

As one of BC’s largest credit unions, we serve over200,000 members across66 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.

The Everyday Banking Specialist is a trusted financial advisor with expertise in everyday banking and cash services, delivering exceptional member experience through a blend of transactional support, proactive financial guidance, and digital enablement. As a sales‑driven role, the Specialist is accountable for achieving sales growth through goal‑based advisory, tailored solutions, and proactive relationship building.

Whatyou’lldo:

Everyday Banking & Cash Services

- Complete high-volume, accurate cash transactions including deposits, withdrawals, bill payments, foreign exchange and certified cheques.
- Maintain cash drawer accuracy, balancing, fraud detection,



and compliance with security protocols.
- Perform branch opening/closing and dual-control procedures; act as a resource for complex cash-related inquiries.
- Identify opportunities during transactions to initiate advisory conversations and uncover broader financial needs.
- Deliver everyday banking needs and advisory, including initiating the discovery of more complex needs and referrals for more complex solutions.

Advice-First Member Engagement

- Lead with discovery techniques to uncover short- and mid-term financial goals, including savings, credit, insurance, and investment needs.
- Recommend tailored everyday banking solutions and initiate conversations on lending and credit products.
- Manage member traffic and ensure seamless member experience during peak periods as required.

Financial Advice and Referrals

- Support members with the opening of accounts both personal and business, recommendations on savings plans, and completion of short-term credit solutions such as Overdrafts, Credit Cards and Instant Credit and JUDI AI business credit.
- Educate members on financial options, digital tools, and benefits to support informed decisions.
- Enhance services through referrals to advisors and specialists for complex lending, insurance,



and financial planning needs, ensuring a warm handoff.

Digital Empowerment

- Champion digital adoption by onboarding members to mobile, online, and ATM tools.
- Troubleshoot advanced digital issues and provide personalized coaching to build confidence in self-service tools.
- Support branch digital migration initiatives and coach peers on digital enablement strategies.
- Post-secondary education in business, finance, or related field preferred.
- Minimum 2-3 years of experience in financial services or advisory roles.
- Strong knowledge of everyday banking products and foundational lending principles.
- Proven ability to build and strengthen member relationships through trust and proactive engagement.
- Excellent communication and interpersonal skills with a member-first mindset.
- Advanced digital literacy and ability to coach others on digital tools.

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: Annual salary range of $54,600 - $59,000 with pay based on your skills and experience, and performance bonuses tied to shared goals
- Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
- Time Away: Vacation and personal days to rest, recharge, and manage life outside of work
- Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and adaptable options to add your own contributions
- Beem Member Perks: <

📌 Everyday Banking Specialist (Kelowna)
🏢 Beem Credit Union
📍 Kelowna