Small Business Account Manager - Grand Forks Branch
Top Benefits
About the role
Beem Credit Union: Banking for every journey
Beem 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: www.beemcreditunion.ca [http://www.beemcreditunion.ca]
What this role is all about:
As a Small Business Account Manager, you are responsible for managing and growing a portfolio of small business members with commercial and agricultural lending needs. You provide relationship-based advice, assess and adjudicate credit within delegated authority, and support the long-term financial success of members while managing risk and profitability.
This role contributes to Beem’s strategic priorities by:
- Delivering trusted, member-centric financial advice
- Supporting business growth within local communities
- Driving portfolio profitability and prudent risk management
- Promoting a full range of banking, lending, and wealth products
What you’ll do:
Achieve Strategic Goals and Promote Our Corporate Vision
- Demonstrate a professional, courteous and respectful manner
- Consistently apply Beem’s Standards of Conduct and Service Quality
Promote and Deliver Small Business Banking Services to Members
- Interview members and potential members to determine and match their needs with Credit Union products and services
- Analyze and approve new small business credits through the application of safe and sound lending principles and practices within delegated authority level
- Act as primary resource for the development and building of small business relationships with existing and potential members including cross-selling of Credit Union’s retail products and services
- Deliver advice and services to existing and potential members in person, at their site, or via other media during and outside of regular business hours
- Conduct annual and periodic reviews of small business credits and associated documentation in accordance with Credit Union policy and by the application of lending principles and current product pricing guidelines
- Ensure the profitability of the loan portfolio through application of loan rates and service charges consistent with Credit Union policy, negotiate loan terms, rates and conditions relative to risk while balancing both the member and Credit Union’s needs
- Monitor margined accounts and take appropriate action as required
- Instruct solicitors and notaries to ensure appropriate loan documentation is prepared and executed in accordance with legal and regulatory requirements, Credit Union policy and department standards
Teamwork, Productivity and a Positive Attitude
- Proactively share your experience and expertise and assist staff in the achievement of their career objectives
- Identify opportunities, promote services and referrals to our wealth management division
- Work together with collection personnel and assist with the collection of delinquent commercial credits via collection calls, member interviews and site visits as required
- Act as backup and resource support for the Business Advisor
- Other related duties as requested
Professional Development and Continuous Learning
-
Take responsibility for your own professional growth by attending internal or external career enhancement opportunities such as, Credit Union sponsored events, workshops, meetings and CU specific systems education support
What you’ll bring:
- Secondary School diploma plus completion of, or enrollment in the CU Source Commercial Lender Accreditation Program (all required and recommended courses)
- A minimum 3 years’ experience as qualified consumer/personal lender in a recognized financial institution preferably a Credit Union
- Working knowledge of Credit Union demand, deposit products and granting of consumer credit
- Familiarity with wealth management products and services
- Demonstrated proficiency with office software applications such as word processing and spread sheets
- Demonstrated proficiency working in a team environment with shared duties and responsibilities
- Proven problem solving and time management skills with a demonstrated ability to work independently, prioritize, meet deadlines and exercise sound judgement
- Demonstrated proficiency in providing professional, friendly and knowledgeable service to members
- Candidates with an equivalent combination of education, experience and skills may be considered
Total Rewards:
Our total rewards approach reflects Beem's values — celebrating success, investing in your growth, and supporting you at work and in life.
- Compensation: Starting salary for this position is $61,670.69
- Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
- Time Away: Vacation and personal days to rest, recharge, and manage life outside of work
- Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
- Beem Member Perks: Free banking accounts, special mortgage and lending rates, and preferred financial perks
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 www.beemcreditunion.ca [http://www.beemcreditunion.ca] 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.
Similar Jobs
Small Business Account Manager - Grand Forks Branch
Top Benefits
About the role
Beem Credit Union: Banking for every journey
Beem 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: www.beemcreditunion.ca [http://www.beemcreditunion.ca]
What this role is all about:
As a Small Business Account Manager, you are responsible for managing and growing a portfolio of small business members with commercial and agricultural lending needs. You provide relationship-based advice, assess and adjudicate credit within delegated authority, and support the long-term financial success of members while managing risk and profitability.
This role contributes to Beem’s strategic priorities by:
- Delivering trusted, member-centric financial advice
- Supporting business growth within local communities
- Driving portfolio profitability and prudent risk management
- Promoting a full range of banking, lending, and wealth products
What you’ll do:
Achieve Strategic Goals and Promote Our Corporate Vision
- Demonstrate a professional, courteous and respectful manner
- Consistently apply Beem’s Standards of Conduct and Service Quality
Promote and Deliver Small Business Banking Services to Members
- Interview members and potential members to determine and match their needs with Credit Union products and services
- Analyze and approve new small business credits through the application of safe and sound lending principles and practices within delegated authority level
- Act as primary resource for the development and building of small business relationships with existing and potential members including cross-selling of Credit Union’s retail products and services
- Deliver advice and services to existing and potential members in person, at their site, or via other media during and outside of regular business hours
- Conduct annual and periodic reviews of small business credits and associated documentation in accordance with Credit Union policy and by the application of lending principles and current product pricing guidelines
- Ensure the profitability of the loan portfolio through application of loan rates and service charges consistent with Credit Union policy, negotiate loan terms, rates and conditions relative to risk while balancing both the member and Credit Union’s needs
- Monitor margined accounts and take appropriate action as required
- Instruct solicitors and notaries to ensure appropriate loan documentation is prepared and executed in accordance with legal and regulatory requirements, Credit Union policy and department standards
Teamwork, Productivity and a Positive Attitude
- Proactively share your experience and expertise and assist staff in the achievement of their career objectives
- Identify opportunities, promote services and referrals to our wealth management division
- Work together with collection personnel and assist with the collection of delinquent commercial credits via collection calls, member interviews and site visits as required
- Act as backup and resource support for the Business Advisor
- Other related duties as requested
Professional Development and Continuous Learning
-
Take responsibility for your own professional growth by attending internal or external career enhancement opportunities such as, Credit Union sponsored events, workshops, meetings and CU specific systems education support
What you’ll bring:
- Secondary School diploma plus completion of, or enrollment in the CU Source Commercial Lender Accreditation Program (all required and recommended courses)
- A minimum 3 years’ experience as qualified consumer/personal lender in a recognized financial institution preferably a Credit Union
- Working knowledge of Credit Union demand, deposit products and granting of consumer credit
- Familiarity with wealth management products and services
- Demonstrated proficiency with office software applications such as word processing and spread sheets
- Demonstrated proficiency working in a team environment with shared duties and responsibilities
- Proven problem solving and time management skills with a demonstrated ability to work independently, prioritize, meet deadlines and exercise sound judgement
- Demonstrated proficiency in providing professional, friendly and knowledgeable service to members
- Candidates with an equivalent combination of education, experience and skills may be considered
Total Rewards:
Our total rewards approach reflects Beem's values — celebrating success, investing in your growth, and supporting you at work and in life.
- Compensation: Starting salary for this position is $61,670.69
- Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
- Time Away: Vacation and personal days to rest, recharge, and manage life outside of work
- Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
- Beem Member Perks: Free banking accounts, special mortgage and lending rates, and preferred financial perks
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 www.beemcreditunion.ca [http://www.beemcreditunion.ca] 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.