Account Manager, Lending - West Kelowna Branch

Beem Credit Union: Banking for every journey

Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first service.

Our mission is clear:  financial wellness for all.  We help British Columbians achieve their goals through personalized advice, innovative technology, and genuine human connection. 

As one of BC’s largest credit unions, we serve over 200,000 members  across 66 branches  with $18 billion in assets under administration . 

If you’re passionate about making a difference and want to join a team that values collaboration, innovation, and purpose, join us on the journey. 

Learn more: 

What this role is all about: 

As an  Account Manager – Lending , you are a key contributor to the financial success of Beem. You actively grow the business through initiatives such as campaigns, seminars, and networking with external centers of influence. In the absence of Branch Management, you may oversee branch operations, act as a team lead, resolve complex member issues, and ensure service and security standards are maintained.

Through a comprehensive advisory approach focused on the four quadrants of financial planning-cash flow, credit, investment, and protection-you help members achieve their financial goals and increase their financial confidence. You are responsible for creating and executing business plans to grow your book of business, meeting or exceeding individual targets, and contributing to the overall success of Beem. Entrepreneurial in spirit, you implement retention strategies and proactively network to deepen existing relationships and attract new members.

This is an on-site permanent position located at our West Kelowna Branch . 

What you’ll do: 

• Promote and encourage self-service channel options to enhance member convenience.


• Deliver proactive service through outbound calls and follow-ups.


• Collaborate as part of an integrated branch and multi-channel team to support shared goals.


• Follow Beem’s business model when preparing for meetings, referring members, and uncovering opportunities.


• Provide leadership support by mentoring junior employees and offering feedback on technical skills and behaviors.


• Participate in pilot projects and testing of new practices, technologies, and offerings.


• Serve as a subject matter expert and represent Beem on internal committees and focus groups.

A little about your qualifications:

• High School diploma plus (1) year of formal post-secondary education or an equivalent combination of education and experience


• 4-6 years of job related experience in a financial sales and service environment


• Demonstrated leadership experience an asset

Compensation  

Annual salary range: $58,500 - $68,800

Your pay reflects the skills, experience, and unique strengths you bring. We review salaries every year. 

Performance and recognition  

Your success is Beem’s success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals. 

Health and wellness  

We're invested in your well-being  

• Extended health coverage, including mental health support


• Dental care that keeps you smiling 


• Disability coverage for peace of mind 

Time away: Rest isn’t extra—it’s essential  

• Take the time you need to relax, explore, or just catch up on life, with vacation and personal days.

Retirement and financial well-being  

Your future self will thank you.  

• Generous RRSP contributions 


• In-house financial advice to help you plan ahead 


• Flexible options to add your own contributions 

Beem member perks  

Little extras that make a big difference.  

• Free banking accounts 


• Special mortgage and lending rates 


• Preferred financial perks 

The bottom line  

Your Total Rewards aren’t just a package—they’re a reflection of our values. We build together by celebrating success, own it by investing in your growth, and keep things welcoming by making sure you feel supported at work, at home, and wherever your journey takes you. 

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

• B uild Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.


• O wn It: You are ready to take charge, drive change, and deliver outstanding results.


• L ead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.


• D riven by Curiosity: You are eager to explore, learn, and shape the future. 

Ready to join? 

Visit us at to learn more about what it’s like to work for Beem Credit Union! We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.

We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team. 

Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.