Penticton, Bc Bank Jobs – 18 Openings This Week

Everyday Banking Specialist (Temporary 15-months) - Penticton Branch
Beem Credit Union —Penticton, BC
- $26.86 an hour
- Temporary
- Sales
- Financial services
- In-person
- Disability insurance
- Dental care
13d
Senior Full Stack Developer
Beem Credit Union —British Columbia
- $105,000–$125,000 a year
- Azure
- Computer Science
- Engineering
- Disability insurance
- Dental care
Mortgage Specialist - Whitehorse, Yukon
Scotiabank —British Columbia
- Sales
- Financial services
- Communication skills
- Dental care
Customer Experience Associate
TD Bank —Penticton, BC
- $22.00–$27.21 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- High school diploma or GED
- Paid time off
Member Advisor
Valley First, a division of First West Credit Union —Penticton, BC
- $46,900–$50,200 a year
- Full-time
- Microsoft Office
- High school diploma or GED
- Mentoring
Member Service Representative (MSR) - Summerland
Cascadia Credit Union —Summerland, BC
- $23.45–$26.84 an hour
- Part-time
- CRM software
- Hospitality
- Writing skills
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Penticton, BC
- $35,000–$50,000 a year
- Full-time
- Salesforce
- English
- Business development
- Profit sharing
Financial Services Representative II
CIBC —Penticton, BC
- Full-time
- Sales
- Financial services
- Marketing
Client Advisor
Royal Bank of Canada —Summerland, BC
- Full-time
- Sales
- Customer service
- Computer skills
4d
Commercial Banking Advisor
Valley First, a division of First West Credit Union —Penticton, BC
- $76,800–$98,400 a year
- Full-time
- Sales
- Research
- Business development
- Paid time off
Financial Planner, Scotia Financial Planning - Penticton
Scotiabank —Penticton, BC
- Business development
- Travel
- Financial services
Financing Specialist
Royal Bank of Canada —Penticton, BC
- Full-time
- Business development
- Presentation skills
- Organizational skills
4d
Financial Advisor
Valley First, a division of First West Credit Union —Penticton, BC
- $52,400–$65,600 a year
- Full-time
- Microsoft Office
- Financial services
- Paid time off
Mortgage Specialist
BMO Financial Group —Penticton, BC
- Full-time
- Business development
- Analysis skills
- Financial services
- Tuition reimbursement
- Life insurance
Senior Commercial Banking Advisor
Valley First, a division of First West Credit Union —Penticton, BC
- $90,400–$115,800 a year
- Full-time
- Sales
- Research
- Business development
- Paid time off
Senior Financial Advisor
Valley First, a division of First West Credit Union —Penticton, BC
- $56,800–$72,800 a year
- Full-time
- Microsoft Office
- Mentoring
- Financial services
- Paid time off
Financial Planner
Valley First, a division of First West Credit Union —Penticton, BC
- $85,000 a year
- Full-time
- Sales
- Microsoft Office
- Business development
- Paid time off

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Scotiabank —Oshawa, ON
Have proven customer service skills through work or community involvement. Are willing to assist in a professional, friendly and efficient manner.
6d
Customer Experience Associate
TD Bank —Port Perry, ON
We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information…
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bank jobs near penticton, bc

Everyday Banking Specialist (Temporary 15-months) - Penticton Branch

Beem Credit Union -
Penticton, BC

Apply Now

Job details

Temporary
$26.86 an hour
13 days ago

Qualifications

Customer relationship building
Product recommendation
Finance
Sales
Coaching
Post-secondary education
Sales orientation
Fraud detection
Customer service orientation
Financial services
Deposits
Client consultation
Business
Cash handling
Communication skills
Client interaction

Full job description

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:

The Everyday Banking Specialist is a trusted financial advisor with expertise in everyday banking and cash services, delivering exceptional member experience through a blend of transactional support, proactive financial guidance, and digital enablement. As a sales‑driven role, the Specialist is accountable for achieving sales growth through goal‑based advisory, tailored solutions, and proactive relationship building.

This is an onsite temporary 15-month position at our Penticton Branch, working a schedule of Tuesday-Saturday.

What you’ll do:

Everyday Banking & Cash Services

Complete high-volume, accurate cash transactions including deposits, withdrawals, bill payments, foreign exchange and certified cheques.
Maintain cash drawer accuracy, balancing, fraud detection, and compliance with security protocols.
Perform branch opening/closing and dual-control procedures; act as a resource for complex cash-related inquiries.
Identify opportunities during transactions to initiate advisory conversations and uncover broader financial needs.
Deliver everyday banking needs and advisory, including initiating the discovery of more complex needs and referrals for more complex solutions.

Advice-First Member Engagement

Lead with discovery techniques to uncover short- and mid-term financial goals, including savings, credit, insurance, and investment needs.
Recommend tailored everyday banking solutions and initiate conversations on lending and credit products.
Manage member traffic and ensure seamless member experience during peak periods as required.

Financial Advice and Referrals

Support members with the opening of accounts both personal and business, recommendations on savings plans, and completion of short-term credit solutions such as Overdrafts, Credit Cards and Instant Credit and JUDI AI business credit.
Educate members on financial options, digital tools, and benefits to support informed decisions.
Enhance services through referrals to advisors and specialists for complex lending, insurance, and financial planning needs, ensuring a warm handoff.

Digital Empowerment

Champion digital adoption by onboarding members to mobile, online, and ATM tools.
Troubleshoot advanced digital issues and provide personalized coaching to build confidence in self-service tools.
Support branch digital migration initiatives and coach peers on digital enablement strategies.

A little about your qualifications:

Post-secondary education in business, finance, or related field preferred.
Minimum 2-3 years of experience in financial services or advisory roles.
Strong knowledge of everyday banking products and foundational lending principles.
Proven ability to build and strengthen member relationships through trust and proactive engagement.
Excellent communication and interpersonal skills with a member-first mindset.
Advanced digital literacy and ability to coach others on digital tools.

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: Hourly starting rate of $26.86
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: Pension and in-house financial advice
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.

Ready to apply?

We encourage all qualified internal candidates to apply through UKG – View Opportunities. Before applying, please ensure that your manager is aware of your application.

The position will remain visible and available on UKG until closed. If you're interested in applying after the closing date, you are still welcome to submit your application. Please note, however, that the acceptance of late applications will be reviewed, and consideration may depend on current stage of the recruitment process.

Apply Now

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Everyday Banking Specialist (Temporary 15-months) - Penticton Branch

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