Everyday Banking Specialist - Member Connect (Contact Centre)

Job Category : Retail Branch (SPP)

Requisition Number : EVERY

- Posted : October 27, 2026
- Full-Time
- On-site

Locations

Showing 1 location

Burnaby Hub
7300 Edmonds St
Burnaby, BC V3N, CAN

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 clear: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 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, 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.

This is a onsite position, with a preference for a Tuesday to Saturday schedule.

This is a union role that is a part of the MoveUp bargaining unit.

Whatyou’lldo:

Everyday Banking

- 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.

What will you gain:

- The hourly rate for this position is $25.55 as prescribed by the collective agreement.
- Advantages and Vacation

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do

- B uild Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
- O wn It: You are ready to take charge, drive change, and deliver outstanding results.
- L ead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
- D riven by Curiosity: You are eager to explore, learn, and shape the future.

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