Small business banking expertise meets personalized advice at Beem Credit Union, covering an assigned portfolio from Kelowna to Penticton. Apply financial accounting and credit underwriting knowledge.

As Business Advisor, you will manage relationships with Small Business members and deliver tailored deposit, credit, insurance, and investment solutions. The position supports business growth through discovery meetings, networking, community engagement, and proactive outreach. You will also collaborate across Consumer, Commercial, Wealth, and Insurance.

Key Responsibilities:

- Manage an assigned portfolio of Small Business members
- Conduct discovery meetings about business goals and opportunities
- Integrate deposit, credit, insurance, and investment solutions
- Underwrite,



monitor, and maintain business credit portfolios
- Partner across teams to maximize cross-referrals

Requirements:

- Seven to ten years in financial services
- Five to seven years managing small business portfolios
- Understanding of financial accounting and credit underwriting
- Knowledge of risk assessment
- Bachelor’s degree in Business, Accounting, or Finance preferred

Support Okanagan businesses through relationship management, credit expertise, financial wellness, and comprehensive solutions with Beem Credit Union.

📌 Small Business Banking Advisor Okanagan (Kelowna)
🏢 Beem Credit Union
📍 Kelowna