Deliver trusted everyday banking advice at Beem Credit Union's Lynn Valley Branch in North Vancouver, using cash services and digital tools. Work on-site full time.
As an Everyday Banking Specialist, you will support transactions while building member relationships through proactive, goal-based advisory. Your work includes everyday banking products, foundational lending, digital enablement, and referrals. You will help members pursue savings, credit, insurance, and investment goals through tailored conversations and solutions.
Key Responsibilities:
- Complete accurate deposits, withdrawals, payments, foreign exchange, and certified cheques
- Balance cash drawers, detect fraud, and follow security protocols
- Discover financial goals and recommend tailored everyday banking solutions
- Open personal and business accounts and support short-term credit solutions
- Coach members and peers on mobile, online, and ATM tools
Requirements:
- Post-secondary education in business, finance, or related field preferred
- Two to three years of financial services or advisory experience
- Strong everyday banking product and foundational lending knowledge
- Proven ability to strengthen member relationships through proactive engagement
- Advanced digital literacy and ability to coach others
Bring cash services, financial guidance, relationship building, and digital coaching to Beem members in North Vancouver every day.
📌 Everyday Banking Advisor North Vancouver
🏢 Beem Credit Union
📍 Vancouver
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