Account Manager I (Temporary 12 Months) - Grand Forks Branch

About Beem

Beem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem, we are combining our strengths to better serve our members. As of January 1, 2025, Beem will be one of BC’s largest provincially regulated credit unions, supporting the financial wellness of 193,000 members from 66 branches across the province with $17 billion in assets under administration. Learn more about our journey at www.beemcreditunion.ca. 

What this role is all about:

We are looking for an Account Manager I to join our Grand Forks Branch on a temporary 12-month basis.   As a member of the Sales and Service team, you play an important role in achieving the organization’s strategic goals and promoting our corporate vision. In this role, you will be responsible for developing existing and potential member relationships, serving both their lending and deposit needs. You’ll promote and complete the sales of a full range of demand, term and registered deposit products and related services. Within approved lending authority and corporate policy, you will promote, process and approve retail credit applications for all types of credit including mortgages, personal loans, lines of credit, overdraft coverage and credit cards. In addition, you will provide basic information and service related to the administration of estate accounts. You’ll identify members with more complex banking needs and refer them to the appropriate staff member. You’ll also participate in sales promotions, campaigns and objectives assisting your team in the achievement of their goals  

What you’ll do:

Achieve Strategic Goals and Promote Corporate Vision

• Demonstrate a professional, courteous and respectful manner.
• Consistently apply Beem’s Standards of Conduct and Service Quality.

Promote Products and Services and Meet Member Needs

• Fulfill member’s needs through identification of sales opportunities, prepare and execute documentation for all types of deposit accounts including both personal and demand, term and registered.
• Directly promote sale and service of all other banking services offered by the Credit Union.
• Interview credit applicants (including self-employed), compile personal financial information, credit reports, property appraisals and other applicable information in order to determine credit worthiness.
• Grant loans within approved authority and corporate policy. Present detailed recommendations for loan approvals beyond authority level and/or requests for exception to policy.
• Prepare and execute a variety of loan documents including origination, alterations, renewals, security substitutions, payment suspensions and similar type of transactions.
• Prepare instructions to solicitors and notaries which meet the Credit Union and member’s needs.
• Address general member inquiries regarding wills, probate and administration of estates.
• Establish liaison and exchanging information with member’s accounting and legal representatives. Refer more complex estate administration issues to alternative internal or external resources.
• Resolve day to day member service issues associated with the duties and responsibilities described above.

Teamwork, Productivity and a Positive Attitude

• Instruct loan administration staff to disburse proceeds in accordance with loan approval conditions and corporate policy.
• Assist with the collection of delinquent loan accounts.
• Provide assistance to coworkers when opportunities are presented or requested.

Professional Development and Continuous Learning

• Take responsibility for your own professional growth by attendance to internal or external career enhancement opportunities such as, Credit Union sponsored events, workshops, meetings and CU specific systems education support.

A little about your qualifications:

• Secondary School Diploma
• Minimum 2 years' experience in the sale and service of consumer financial products preferably in a Credit Union
  setting
• Demonstrated proficiency with Office software applications such as word processing and spread sheets
• Demonstrated proficiency working in a team environment with shared duties and responsibilities
• Proven problem solving and time management skills with a demonstrated ability to work independently, prioritize, meet
  deadlines and exercise sound judgement
• Demonstrated proficiency in providing professional, friendly and knowledgeable service to members
• Candidates with an equivalent combination of education, experience and skills may be considered

What will you gain:

• The starting salary for this position is $53,299.48. 
• Extended health care, dental coverage, and disability coverage
• Favorable vacation benefits - paid time off to recharge!
• Special banking perks - including mortgage and lending products 

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

• Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
• Own It: You are ready to take charge, drive change, and deliver outstanding results.
• Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
• Driven by Curiosity: You are eager to explore, learn, and shape the future.

Ready to join?

Visit us at www.beemcreditunion.ca 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.