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 transactionsDiscover goals involving savings, credit, insurance, and investmentsRecommend banking solutions and initiate lending conversationsOpen personal and business accounts for membersCoach members on mobile, online, and ATM toolsRequirements:Two to three years in financial services or advisory rolesPost-secondary business or finance education preferredStrong everyday banking and foundational lending knowledgeExcellent communication and member-first interpersonal skillsAdvanced digital literacy and coaching abilitySupport Beem members through everyday banking advice, tailored referrals, digital coaching, and trusted financial guidance.

📌 Everyday Banking Specialist (Temporary 6-Months) - Member Connect (Contact Centre)
🏢 Beem Credit Union
📍 West Kelowna