Beem Credit Union

Commercial Relationship Manager

Beem Credit Union  •  $92k - $115k/yr  •  Kelowna, CA (Onsite)  •  22 days ago
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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

What this role is all about:

The Commercial Relationship Manager supports Beem’s vision of promoting financial wellness by developing long-term relationships with members, proactively identifying and fulfilling their commercial credit needs, and ensuring compliance with documentation standards. This role focuses on portfolio growth, risk management, and delivering exceptional member experiences through effective communication and tailored solutions.

What you’ll do:

Portfolio Management

  • Manage an assigned portfolio of commercial accounts, ensuring compliance and credit quality.
  • Monitor account performance and implement strategies to mitigate risk.
  • Ensure timely execution of transactions and adherence to Beem’s credit framework.

Business Development

  • Proactively call local business owners to grow their portfolio and expand their network.
  • Identify and pursue internal referral opportunities and external business prospects.
  • Promote Beem’s lending products and deposit services to meet member needs.

Credit & Risk Management

  • Collect and analyze financial information, operating cycles, and cash flow to assess creditworthiness.
  • Maintain and grow the credit quality of the assigned portfolio while managing risk through collections activity.
  • Ensure compliance with Beem’s credit and risk policies.

Relationship Management

  • Build strong, loyal relationships with members by providing tailored financial solutions.
  • Communicate effectively with internal teams and external stakeholders to meet member needs.

What you’ll bring:

  • Bachelor’s Degree or diploma in Business, Finance, or related field.
  • 4-6 years of experience in commercial lending.
  • Working knowledge of small business and commercial credit adjudication.
  • Strong communication and relationship-building skills.
  • Must have own vehicle and willingness to travel.

Your Total Rewards

At Beem, we believe great work deserves great rewards. That’s why we’ve built a Total Rewards package that’s more than competitive—it’s designed to help you shine. From your pay to your peace of mind, we’ve got your back.

Compensation

Annual salary range: $92,200 to $115,200

Your pay reflects the skills, experience, and unique strengths you bring. We review salaries every year.

Performance and recognition

Your success is Beem’s success. We reward great performance through recognition and, where applicable, performance bonuses tied to shared goals.

Health and wellness

We're invested in your well-being

  • Extended health coverage, including mental health support
  • Dental care that keeps you smiling
  • Disability coverage for peace of mind

Time away: Rest isn’t extra—it’s essential

  • Take the time you need to relax, explore, or just catch up on life, with vacation and personal days.

Retirement and financial well-being

Your future self will thank you.

  • Generous RRSP contributions
  • In-house financial advice to help you plan ahead
  • Flexible options to add your own contributions

Beem member perks

Little extras that make a big difference.

  • Free banking accounts
  • Special mortgage and lending rates
  • Preferred financial perks

The bottom line

Your Total Rewards aren’t just a package—they’re a reflection of our values. We build together by celebrating success, own it by investing in your growth, and keep things welcoming by making sure you feel supported at work, at home, and wherever your journey takes you.

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 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.

Beem Credit Union

About Beem Credit Union

Welcome to the credit union that’s been part of BC for decades. Where every step, in life or in business, big or small, matters. Where personalized service, online or in-person, helps you get where you want to go. Where community means more than just where you live, but what we value, together.

We’re here for you and your financial well-being.

For everyone in BC.

For every journey.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Kelowna, CA
Year Founded
2024
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