Everyday Banking Associate 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 weve 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 BCs largest credit unions we serve over 200000 members across 66 branches with $18 billion in assets under administration .

If youre 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:

The Everyday Banking Associate serves as a trusted frontline advisor with a primary focus on delivering accurate everyday cash services and supporting fraud prevention while providing goalâbased financial guidance. This is a salesâdriven role that grows the business through proactive relationship building tailored advisory conversations and a focus on achieving memberâcentric goal. The Associate delivers exceptional inâbranch experiences by balancing highâvolume transactional support with foundational financial coaching and digital onboarding. The incumbent champions Beems People First and Digital First values by meeting members where they are and leveraging digital tools to enhance efficiency engagement and longâterm financial confidence.

This role is based out of our Kelowna Branch.

Whatyoulldo:

Everyday Banking and Cash Services

• Execute day-to-day banking needs for members ensuring personalized advisory and service delivery.
• Lead all cash-related activities including deposits withdrawals foreign exchange cheque certification and other teller transactions.
• Maintain strict adherence to cash handling procedures ensuring accurate balancing and proactive fraud detection.
• Support branch opening/closing activities and dual-control cash operations.
• Act as the branchs primary resource for complex cash-related inquiries.

Advice-First Member Engagement

• Welcome members and manage lobby flow to ensure a positive branch experience.
• Initiate needs discovery during transactions to identify opportunities for savings credit or payment solutions.
• Provide tailored recommendations using everyday banking products and services.
• Introduce and educate members on digital and self-serve tools (e.g. online banking ATMs) for convenience and efficiency.

Financial Advice and Referrals

• Engage members in conversations to uncover financial goals and recommend appropriate everyday banking solutions.
• Educate members on available financial options tools and benefits to support informed decision-making.
• Fulfill lending assessments and needs referring complex needs to specialized lending and insurance growth partners ensuring a seamless member experience.

Digital Empowerment

• Provide coaching on self-serve tools during or after member interactions.
• Troubleshoot in-the-moment issues such as card access or mobile banking setup.
• Support digital migration initiatives while maintaining excellence in in-person service delivery.

A little about your qualifications:

• High school diploma or equivalent; post-secondary education in business or finance is an asset.
• 1-2 years experience in customer service cash handling or financial services preferred.
• Strong attention to detail and commitment to accuracy in all transactions.
• Proven ability to establish nurture and strengthen member relationships through trust and proactive engagement
• Excellent communication and interpersonal skills with a member-first mindset.
• Ability to learn and adapt to digital banking tools and processes.
• Equivalent combination of the above may be appropriate.

Total Rewards:

Our total rewards approach reflects Beems values celebrating success investing in your growth and supporting you at work and in life.

• Compensation: Annual salary range of $47520 - $51000 with pay based on your skills and experience and performance bonuses tied to shared goals
• Health & Wellness: Extended health coverage (including mental health support) dental care and disability coverage
• Time Away: Vacation and personal days to rest recharge and manage life outside of work
• Retirement & Financial Well-being: Generous RRSP contributions in-house financial advice and flexible options to add your own contributions
• Beem Member Perks: Free banking accounts special mortgage and lending rates and preferred financial perks

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 learn more about whatitslike to work for Beem Credit Union!Wesincerely thankall 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 allqualiïedcandidates to apply. We are committed to a fair andequitablehiring 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.

Required Experience:

IC