Everyday Banking Specialist - Member Connect (Contact Centre)

Job Category : Retail Branch (SPP)

Requisition Number : EVERY003618

- 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, cutting-edge technology, and genuine human connection.

As one of BC’s largest credit unions, we serve over 200,000 members across 66 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.
- Benefits and Vacation

At Beem we are BOLD and Always Welcomin

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