About this role
Through your strong interpersonal skills, attention to detail and professionalism you will develop full member relationships by analyzing member needs and recommending solutions. You will consult with and assist members on investment options using basic financial planning tools to further develop the relationship. In building full member relationships, you will proactively identify members’ financial needs and turn those needs into business opportunities and refer to internal specialists when appropriate. You will also deliver on Beem's member service experience while promoting and educating members on self-service channel options to make banking easier.