Business Advisor (Kelowna and Surrounding Communities)

Beem Credit Union Voir toutes les offres

Kelowna, BC
77.400-96.800 $ par an
Permanent
Temps-plein

Il y a 9 jours

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:The Business Advisor serves as a trusted partner to business members, providing tailored solutions to help them grow and succeed. This role focuses on acquiring, maintaining, and growing valued relationships within an assigned portfolio of Small Business members. Working collaboratively across consumer banking, commercial, wealth, and insurance, the Business Advisor delivers comprehensive support across deposit, credit, and financial services, promoting financial wellness and leveraging digital-first solutions.This role is based out of Kelowna and will provide Small Business support to the surrounding communities. Travel is required.What you’ll do:Member Advisory & Relationship Management

Proactively manage relationships with an assigned portfolio of business members, delivering tailored advice and solutions.
Conduct discovery meetings to identify short-term and long-term business goals, challenges, and opportunities.
Promote financial wellness through effective product and service integration, including deposit, credit, insurance, and investment solutions.

Business Development & Growth

Develop new business opportunities through networking, community engagement, and proactive outreach.
Represent Beem at business organizations and events to strengthen brand presence and generate leads.
Leverage CRM tools and digital channels to identify opportunities and enhance member experience.

Credit & Risk Oversight

Manage all aspects of the assigned business credit (lending) portfolio, including underwriting, monitoring, and compliance.
Perform annual credit reviews and ensure account conduct aligns with Beem’s standards.
Assist members with cash flow management, financial planning, and risk mitigation strategies.

Collaboration & Leadership

Partner with internal teams across Consumer, Commercial, Wealth, and Insurance to maximize cross-referrals.
Provide guidance and coaching to Business Specialists and other team members.
Participate in branch sales meetings and support business unit goals through collaboration and knowledge sharing.

Community Engagement

Represents Beem in the community to build brand presence and generate business opportunities.
Maintains awareness of market trends and competitive activities to inform strategy and client solutions.

What you’ll bring:Bachelor’s degree in Business, Accounting, or Finance preferred.7-10 years in the financial services industry, with 5-7 years in small business or commercial portfolio management.Solid understanding of financial accounting, credit underwriting, and risk assessment.Certificate in Small Business Advisory or Certified Credit Professional (CCP) designation is an assetYour Total Rewards:Compensation, Performance & RecognitionAnnual salary range: $77,400 - $96,800.Pay is based on your skills, experience, and the value you bring, with annual salary reviews. We recognize strong performance through meaningful recognition and, where applicable, performance bonuses tied to shared goals.Health & wellness and Time awayWe support your well-being with extended health and dental coverage, mental health support, and disability coverage. Rest matters. Enjoy vacation and personal days to recharge and take care of life outside of work.Retirement & financial well-beingPlan confidently with generous RRSP contributions, optional employee contributions, and access to in-house financial advice. In addition, you’ll have access to Beem member perks: Enjoy free banking, preferred lending and mortgage rates, and other exclusive member benefits.The bottom lineOur Total Rewards reflect who we are — investing in your growth, recognizing success, and supporting you at work and beyond.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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