Build trusted business relationships for Beem Credit Union across British Columbia’s Okanagan region, combining portfolio management with comprehensive financial services. Serve Small Business members.

In this Business Advisor role, you will acquire, maintain, and grow relationships within an assigned Small Business portfolio. You will connect members with tailored solutions while collaborating across consumer banking, commercial, wealth, and insurance. Community representation, market awareness, coaching, and branch collaboration support Beem’s business unit goals.

Key Responsibilities:

- Identify members’ short-term and long-term business goals
- Promote financial wellness through integrated product solutions
- Generate leads through community engagement and market awareness




- Guide Business Specialists and other team members
- Support branch sales meetings and shared business goals

Requirements:

- Bachelor’s degree in Business, Accounting, or Finance preferred
- Seven to ten years of financial services experience
- Five to seven years in small business management
- Understanding of financial accounting, underwriting, and risk
- Certified Credit Skilled designation is an asset

Use collaborative relationship management, financial services knowledge, and credit expertise to help Beem members grow across the Okanagan.

📌 Commercial Banking Relationship Advisor British Columbia (Kelowna)
🏢 Beem Credit Union
📍 Kelowna