Financial Services Associate at Beem Credit Union

Elevate your career with Beem Credit Union as a Financial Services Associate 2 in North Vancouver, BC. Focus on personalized client service across banking, investments, credit, and insurance to drive financial wellness. In this integral role, you will be a key member of the sales and service team, supporting clients in achieving financial goals through tailored products and services. With 1-2 years of experience in a financial institution, your expertise will guide clients on investment and lending options. This position requires a collaborative approach, actively using the “Four Pillars” method during client interactions. Key Responsibilities:

• Provide service using the “Four Pillars” framework
• Advise clients on investment and lending products
• Update and manage Client Experience Management profiles
• Engage unassigned clients through campaigns
• Refer complex client needs to appropriate teams

Requirements:

• 1-2 years experience in financial services
• Knowledge of retail lending and investment products
• Progress in mutual funds course preferred
• Understanding of core financial products
• Some post-secondary education is preferred

Utilize your financial expertise to foster relationships and drive client success with Beem Credit Union. #J-18808-Ljbffr