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

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