Member Service Centre Agent (Temporary 18-Months)

Kelowna, BC
$50,700-59,600 per year
Temporary
Full-time

8 days ago

Description :Beem Credit Union: Banking for every journeyBeem 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:Through strong interpersonal skills and demonstrated sales and service experience this position works closely with the branches and other areas of the organization by responding to a wide variety of incoming telephone, or alternate channel, requests by determining needs and providing information and solutions to meet member needs using efficient organization and time management skills. While processing member transactions you provide seamless service to members and resolve member issues and/or complaints with a timely resolution. You participate in marketing and other campaigns aimed at achieving targets in business retention and growth.You understand and are able to explain credit products and services, including creditor insurance while making referrals as required. You adhere to safety, privacy and security policies and procedures to protect Credit Union interests. Ongoing learning is required to excel in delivering member service across a variety of channels.This is a hybrid role - the successful incumbent will be required to go into a Hub nearest them two days per week.What you’ll do:

Build partnerships by effectively communicating with employees and members and accessing the needed information to meet needs
Through the provision of willing and capable help, reducing member effort and creating opportunities for learning and education, meet member needs and build excellent, loyal relationships over time.
Protect and grow the financial strength of Beem and our members
Application of techniques and people strategies for guiding and implementing change
Promote quality work through effective contribution to, and support for, team efforts to accomplish the objectives of the team as a whole

What you’ll bring:

2 - 3 years of job-related experience in a financial sales and service environment
High school diploma/Grade 12, plus one (1) year of formal post-secondary education or equivalent combination of education and experience
Basic understanding of credit products and procedures
Knowledgeable in full range of investment products
Basic understanding of mutual funds (a Mutual Fund License is not required)
Previous contact centre experience preferred
Financial planning courses considered an asset

Your Total RewardsAt Beem, we believe great work deserves great rewards. That’s why we’ve built a Total Rewards package that’s more than competitive—it’s designed to help you shine. From your pay to your peace of mind, we’ve got your back.CompensationAnnual salary range: $50,700 to $59,600Your pay reflects the skills, experience, and unique strengths you bring. We review salaries every year.Performance and recognitionYour success is Beem’s success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals.Health and wellnessWe'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-beingYour future self will thank you.

In-house financial advice to help you plan ahead

Beem member perksLittle extras that make a big difference.

Free banking accounts
Special mortgage and lending rates
Preferred financial perks

The bottom lineYour 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!

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 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.

Beem Credit Union

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