Deliver everyday banking advice with Beem Credit Union as a hybrid Specialist in Kelowna, using digital enablement and member-first communication.

This temporary six-month, full time position supports Member Connect from the Kelowna Hub. You will provide transactional support, uncover financial needs, recommend tailored solutions, and build trusted member relationships. The work includes everyday banking, short-term credit, digital tools, and referrals for complex needs.

Key Responsibilities:

• Identify advisory opportunities during everyday banking transactions
• Discover goals involving savings, credit, insurance,
  
  
  
  and investments
• Recommend banking solutions and initiate lending conversations
• Open personal and business accounts for members
• Coach members on mobile, online, and ATM tools

Requirements:

• Two to three years in financial services or advisory roles
• Post-secondary business or finance education preferred
• Strong everyday banking and foundational lending knowledge
• Excellent communication and member-first interpersonal skills
• Advanced digital literacy and coaching ability

Support Beem members through everyday banking advice, tailored referrals, digital coaching, and trusted financial guidance.