Explore 29 Jobs at Beem Credit Union

Business Advisor - Okanagan Region

Beem Credit Union

Kelowna, British Columbia, CA (Hybrid)

Posted 5 days ago

The Business Advisor manages and grows a portfolio of small business members, providing tailored advice across deposits, credit, insurance, and investment services. Responsibilities include business development, credit underwriting and oversight, relationship management, collaboration across business units, and community engagement. The role covers a business portfolio spanning Kelowna to Penticton.

Senior Commercial Relationship Manager

Beem Credit Union

Kelowna, British Columbia, CA (Hybrid)

Posted 5 days ago

The Senior Commercial Relationship Manager manages complex commercial accounts, drives commercial banking growth, and oversees portfolio profitability, credit quality, and risk. The role develops business opportunities, conducts advanced credit analysis, represents Beem at industry events, and provides informal coaching to team members. It is a hybrid role based from Beem’s Kelowna Hub and requires frequent travel.

Foundational Financial Planner - Whistler Branch

Beem Credit Union

Whistler, British Columbia, CA (Hybrid)

Posted 5 days ago

The Foundational Financial Planner delivers simplified, documented financial plans and lending support, assessing members’ needs and recommending appropriate strategies and credit solutions. The role also builds member relationships through reviews and follow-ups, supports financial literacy, manages referrals to specialists, and ensures recommendations and records meet compliance standards.

Everyday Banking Specialist (Temporary 6-months) - Member Connect (Contact Centre)

Beem Credit Union

Kelowna, British Columbia, CA (Hybrid)

Posted 7 days ago

The Everyday Banking Specialist provides transactional banking support, goal-based financial guidance, and tailored product recommendations to credit union members. The role also supports referrals for complex needs, promotes digital banking adoption, and troubleshoots digital issues; it is a temporary six-month hybrid contact-centre position on a rotating Monday-to-Saturday schedule.

Financial Solutions Associate - Chilliwack Branch

Beem Credit Union

Chilliwack, British Columbia, CA

Posted 8 days ago

The Financial Solutions Associate provides non-licensed financial guidance and general investment education to members, supporting savings, debt management, lending, and key financial milestones. The role builds member relationships, identifies needs for specialist referrals, supports digital onboarding, and collaborates with branch teams to deliver member-focused service.

Everyday Banking Specialist - Chilliwack Branch

Beem Credit Union

Chilliwack, British Columbia, CA (Hybrid)

Posted 8 days ago

The Everyday Banking Specialist delivers accurate cash and everyday banking services while providing goal-based financial guidance, tailored product recommendations, and referrals to members. The role also supports digital banking adoption and coaching, builds member relationships, and contributes to sales growth and a seamless branch experience.

Financial Solutions Specialist - Chilliwack Branch

Beem Credit Union

Chilliwack, British Columbia, CA

Posted 8 days ago

The Financial Solutions Specialist provides licensed investment advice, mutual fund sales, and multi-goal financial strategies tailored to members’ needs. The role also handles complex lending cases, supports member financial milestones through in-person and digital channels, and collaborates with branch, wealth, credit, and risk teams.

Everyday Banking Associate - Chilliwack Branch

Beem Credit Union

Chilliwack, British Columbia, CA

Posted 8 days ago

The Everyday Banking Associate provides frontline banking and cash services, maintains accuracy and fraud prevention, and supports members with everyday financial guidance. The role also focuses on relationship-building, financial referrals, and helping members adopt digital banking tools while delivering an excellent in-branch experience.

Wealth Associate - Lonsdale Branch

Beem Credit Union

North Vancouver, British Columbia, CA

Posted 11 days ago

The Wealth Associate supports Investment Advisors by administering investment accounts, researching products, analyzing portfolios, processing transactions, and ensuring regulatory compliance. The role also supports client relationships through inquiry handling, CRM updates, referrals, appointment coordination, and occasional guidance for junior administrative staff.

Everyday Banking Associate - Squamish Branch

Beem Credit Union

Squamish, British Columbia, CA

Posted 12 days ago

The Everyday Banking Associate provides frontline cash services, fraud prevention, and goal-based financial guidance to credit union members. The role focuses on accurate transactions, relationship building, product recommendations, lending referrals, and helping members use digital banking tools.