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Money Advisor - New Westminster Branch

Student-Friendly Entry-Level
Company

Beem Credit Union

Location

new westminster, Canada

Posted

June 06, 2026

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About This Opportunity

Beem Credit Union is seeking a Money Advisor in New Westminster to provide full‑cycle banking services and cultivate lasting member relationships.

Responsibilities

  • Build relationships with credit union members, seeking new members, opening new accounts, and maintaining positive and productive relationships with existing members.
  • Provide full‑cycle account services including general banking transactions, deposits, investment and lending needs, and resolving account issues.
  • Proactively connect with members to identify needs, seek opportunities for additional and future business, and strengthen members’ banking relationships with Beem Credit Union.
  • Collaborate with branches and other departments, provide referrals to product specialists, and ensure a superior member experience that increases business across the credit union.
  • Build and maintain a professional network within the branch and local community and repr...