Job Category: Retail Branch (SPP)

Requisition Number: EVERY003596

- Posted : October 19, 2026
- Full-Time
- On-site

Locations

Showing 1 location

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, innovative technology, and genuine human connection.

As one of BC’s largest credit unions, we serve over200,000 membersacross66 brancheswith$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.

Help Shape the Future of Beem in Chilliwack:

Our new Chilliwack branch represents more than a new location. It is an opportunity to build meaningful connections, support local businesses, and help our members achieve their financial goals. As we prepare to welcome members into this new space, we are looking for passionate people who want to make a difference in the community from day one.

As we establish our presence in the region, we recognize the importance of operating on Indigenous land and are committed to advancing Truth and Reconciliation through ongoing learning, meaningful relationships, and fostering an inclusive workplace that reflects and serves the communities around us.

What this role is all about:





The Everyday Banking Associate serves as a trusted frontline advisor with a primary focus on delivering accurate everyday cash services and supporting fraud prevention while providing goal‑based financial guidance. This is a sales‑driven role that grows the business through proactive relationship building, tailored advisory conversations and a focus on achieving member‑centric goal. The Associate delivers exceptional in‑branch experiences by balancing high‑volume transactional support with foundational financial coaching and digital onboarding. The incumbent champions Beem’s People First and Digital First values by meeting members where they are and leveraging digital tools to enhance efficiency, engagement, and long‑term financial confidence.

Whatyou’lldo:

Everyday Banking and Cash Services

- Execute day-to-day banking needs for members, ensuring personalized advisory and service delivery.
- Lead all cash-related activities including deposits, withdrawals, foreign exchange, cheque certification, and other teller transactions.
- Maintain strict adherence to cash handling procedures, ensuring accurate balancing and proactive fraud detection.
- Support branch opening/closing activities and dual-control cash operations.




- Act as the branch’s primary resource for complex cash-related inquiries.

Advice-First Member Engagement

- Welcome members and manage lobby flow to ensure a positive branch experience.
- Initiate needs discovery during transactions to identify opportunities for savings, credit, or payment solutions.
- Provide tailored recommendations using everyday banking products and services.
- Introduce and educate members on digital and self-serve tools (e.g., online banking, ATMs) for convenience and efficiency.

Financial Advice and Referrals

- Engage members in conversations to uncover financial goals and recommend appropriate everyday banking solutions.
- Educate members on available financial options, tools, and benefits to support informed decision‑making.
- Fulfill lending assessments and needs, referring complex needs to specialized lending and insurance growth partners, ensuring a seamless member experience.

Digital Empowerment

- Provide coaching on self-serve tools during or after member interactions.
- Troubleshoot in-the-moment issues, such as card access or mobile banking setup.
- Support digital migration initiatives while maintaining excellence in in-person service delivery.
- High school diploma or equivalent; post-secondary education in business or finance is an asset.
- 1-2 years' experience in customer service, cash handling, or financial services preferred.
- Strong attention to detail and commitment to accuracy in all transactions.
- Proven ability to establish, nurture, and strengthen membe

📌 Everyday Banking Associate (Canada)
🏢 Beem Credit Union
📍 Canada