Nameless
Financial Services Associate at Beem Credit Union
Job Description
Elevate your career at Beem Credit Union as a Financial Services Associate in North Vancouver. This role, scheduled Tuesday to Saturday, provides clients with comprehensive financial solutions related to banking, investments, credit, and insurance.
Based in Beem Credit Union’s Lonsdale branch, this position targets individuals with two years of experience in financial services. You'll assist clients with investment products, personal lending, and estate accounts, using your knowledge to ensure regulatory compliance. Leverage your expertise to foster client relationships and support pathways to financial planning.
Key Responsibilities:
• Respond to client inquiries using the Four Pillars approach
• Advise clients on investment products and documentation
• Recommend personal lending products including mortgages
• Contact unassigned clients during campaigns as directed
• Process estate accounts and necessary transactions
Requirements:
• 2 years' experience in fi...
Based in Beem Credit Union’s Lonsdale branch, this position targets individuals with two years of experience in financial services. You'll assist clients with investment products, personal lending, and estate accounts, using your knowledge to ensure regulatory compliance. Leverage your expertise to foster client relationships and support pathways to financial planning.
Key Responsibilities:
• Respond to client inquiries using the Four Pillars approach
• Advise clients on investment products and documentation
• Recommend personal lending products including mortgages
• Contact unassigned clients during campaigns as directed
• Process estate accounts and necessary transactions
Requirements:
• 2 years' experience in fi...