Personal Advisor

Beem Credit Union is looking for motivated individuals looking to grow a career in financial services to join us in the role of Personal Advisor. The Personal Advisor is a key role in the Member Hub, acting as first point of contact for member calls and is an example of service excellence and powerful first impressions. The Personal Advisor provides a superior member experience by proactively solving member inquiries, promoting Beem Credit Union’s products and services and collaborating to support the branch network and other departments in maintaining and growing the member portfolio while building lasting and meaningful relationships.