Elevate client engagement with Beem Credit Union as a Solution Centre Associate in North Vancouver. Deliver tailored advice on banking, investments, and insurance while driving sales initiatives.

In this hybrid role, you will engage customers through proactive outreach and handle diverse banking needs. You’ll leverage your financial service skills, promoting borrowing options, mortgages, and mutual funds to enhance client financial wellness. Collaboration with specialists and adherence to service standards are key to maximizing opportunities.

Key Responsibilities

• Provide exemplary service across borrowing, investments, and insurance
• Conduct outbound calls for sales and client retention
• Grant mortgages and consumer loans within lending limits
• Promote investment products and refer to specialists
• Ensure compliance with service and sales standards

Requirements

• 1–3 years in financial services o...