Be part of Beem Credit Union's mission as a Financial Services Associate 2 in Edgemont Village, North Vancouver. This full-time role is focused on delivering exceptional service and personalized financial advice.
Working within our BlueShore Financial division, you will leverage your knowledge of banking, investments, credit, and insurance to assist clients effectively. This role is crucial for promoting our innovative services and fostering deep client relationships. You will react to various client requests while updating Client Experience Management profiles to seize opportunities for engagement.
Key Responsibilities:
• Deliver superior client service using the Four Pillars
• Guide clients on investment product purchases
• Process personal lending requests and provide recommendations
• Conduct outreach to clients during promotional campaigns
• Refer complex needs to appropriate personnel
Requirements:
• 1-2 years of relevant experience
• Understanding o...