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 Treasury and Payments Advisor is a senior specialist responsible for driving profitable growth of Beem’s commercial cash management and payments portfolio, expanding deposit balances, and deepening relationships across a portfolio of high‑value members. This role champions a customer‑focused sales culture, leads complex solution structuring and pricing, and partners closely with Commercial Account Managers, Marketing, Finance/Treasury, and Product teams to deliver integrated, compliant, and insight‑driven treasury solutions aligned to Beem’s strategy.
This role is open to hybrid working arrangements within the lower mainland of the province and requires frequent travel.
What you’ll do:
Business Development & Relationship Management
Champion a customer‑focused culture to deepen member relationships and leverage broader Beem capabilities, systems, and data.
Lead a disciplined business development program in the assigned market, including marketing strategies and sales plans for prospects and existing members to drive sustainable portfolio growth.
Source and close new deposit and cash management opportunities; grow Beem’s deposit book and fee income through proactive outreach, joint calls, and targeted campaigns.
Partner with Commercial Relationship Managers to negotiate and structure complex, integrated solutions that meet client needs and strengthen profitability and retention.
Interact primarily with Senior Officers i.e. CFO, CEO and Senior Treasury staff of Municipalities, and Large Diversified members with complex deposit and transactional needs.
Ensure key relationships receive ongoing attention to maintain, improve, grow, and retain the relationship; actively manage a pipeline and portfolio health.
Cash Management & Product Expertise
Understand the Fixed Income Market and how to advise on structuring complex business investment needs to ensure they align with their goals.
Serve as a subject‑matter expert in commercial payments, cash management, and treasury deposit solutions, advising on best‑fit configurations (collections, payables, liquidity, information reporting).
Maintain current knowledge of industry trends, competitor offerings, regulatory changes, and service enhancements; translate insights into product recommendations and client strategies.
Collaborate with Product, Technology, and partner organizations (e.g., Central 1/CCUA) to review, enhance, and launch product offerings that improve member experience and operational efficiency.
Support expansion of online resources and digital adoption for cash management products; advocate for a digital‑first approach.
Pricing & Profitability Analysis
Work with Finance/Treasury to develop pricing and profitability tools and apply the customer profitability model to structure competitive, value‑accretive deals.
Conduct account analysis for complex relationships; recommend strategies to sustain margins, optimize fee structures, and increase balances/usage.
Approve pricing within delegated authority, ensuring consistency with policy and alignment to portfolio objectives.
Collaboration & Marketing Support
Partner with Marketing to design and execute campaigns, collateral, and content that promote cash management solutions and drive lead generation.
Conduct joint member calls with Commercial Relationship Managers; coach teams on positioning treasury solutions and uncovering non‑credit opportunities.
Coordinate with internal partners (Operations, Legal/Compliance, Risk, Technology) to ensure seamless onboarding and a superior client experience.
Compliance & Marketing Support
Partner with Marketing to design and execute campaigns, collateral, and content that promote cash management solutions and drive lead generation.
Conduct joint member calls with Commercial Relationship Managers; coach teams on positioning treasury solutions and uncovering non‑credit opportunities.
Coordinate with internal partners (Operations, Legal/Compliance, Risk, Technology) to ensure seamless onboarding and a superior client experience.
Compliance & Risk Oversight
Ensure all activities adhere to governing regulations, Beem’s policies and procedures, and AML/ATF/sanctions requirements.
Embed Beem’s risk appetite and risk culture in daily decisions; proactively identify and mitigate operational and conduct risks.
Uphold operational excellence and effective day‑to‑day controls; champion Beem’s Values and Code of Conduct.
What you’ll bring:
Undergraduate degree or diploma in Business, Finance, Economics, or related field; or equivalent experience.
4-6 years of experience in a commercial financial sales/service environment, with strong track record in cash management, payments, and deposit solutions.
Experience collaborating with Commercial Relationship Managers on complex solution structuring; solid understanding of commercial credit fundamentals and due diligence for moderate‑to‑higher complexity deals.
Strong sales/closing, networking, and relationship management skills; exceptional communication and interpersonal capabilities.
Proficiency with MS Word, Excel, PowerPoint, Outlook and commercial banking platforms; data‑driven approach to pricing and portfolio optimization.
Ability to travel within the market as needed; hybrid work with periodic in‑office presence based on business needs.
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: $77,400 - $96,800
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 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 Treasury and Payments Advisor is a senior specialist responsible for driving profitable growth of Beem’s commercial cash management and payments portfolio, expanding deposit balances, and deepening relationships across a portfolio of high‑value members. This role champions a customer‑focused sales culture, leads complex solution structuring and pricing, and partners closely with Commercial Account Managers, Marketing, Finance/Treasury, and Product teams to deliver integrated, compliant, and insight‑driven treasury solutions aligned to Beem’s strategy.
This role is open to hybrid working arrangements within the lower mainland of the province and requires frequent travel.
What you’ll do:
Business Development & Relationship Management
Champion a customer‑focused culture to deepen member relationships and leverage broader Beem capabilities, systems, and data.
Lead a disciplined business development program in the assigned market, including marketing strategies and sales plans for prospects and existing members to drive sustainable portfolio growth.
Source and close new deposit and cash management opportunities; grow Beem’s deposit book and fee income through proactive outreach, joint calls, and targeted campaigns.
Partner with Commercial Relationship Managers to negotiate and structure complex, integrated solutions that meet client needs and strengthen profitability and retention.
Interact primarily with Senior Officers i.e. CFO, CEO and Senior Treasury staff of Municipalities, and Large Diversified members with complex deposit and transactional needs.
Ensure key relationships receive ongoing attention to maintain, improve, grow, and retain the relationship; actively manage a pipeline and portfolio health.
Cash Management & Product Expertise
Understand the Fixed Income Market and how to advise on structuring complex business investment needs to ensure they align with their goals.
Serve as a subject‑matter expert in commercial payments, cash management, and treasury deposit solutions, advising on best‑fit configurations (collections, payables, liquidity, information reporting).
Maintain current knowledge of industry trends, competitor offerings, regulatory changes, and service enhancements; translate insights into product recommendations and client strategies.
Collaborate with Product, Technology, and partner organizations (e.g., Central 1/CCUA) to review, enhance, and launch product offerings that improve member experience and operational efficiency.
Support expansion of online resources and digital adoption for cash management products; advocate for a digital‑first approach.
Pricing & Profitability Analysis
Work with Finance/Treasury to develop pricing and profitability tools and apply the customer profitability model to structure competitive, value‑accretive deals.
Conduct account analysis for complex relationships; recommend strategies to sustain margins, optimize fee structures, and increase balances/usage.
Approve pricing within delegated authority, ensuring consistency with policy and alignment to portfolio objectives.
Collaboration & Marketing Support
Partner with Marketing to design and execute campaigns, collateral, and content that promote cash management solutions and drive lead generation.
Conduct joint member calls with Commercial Relationship Managers; coach teams on positioning treasury solutions and uncovering non‑credit opportunities.
Coordinate with internal partners (Operations, Legal/Compliance, Risk, Technology) to ensure seamless onboarding and a superior client experience.
Compliance & Marketing Support
Partner with Marketing to design and execute campaigns, collateral, and content that promote cash management solutions and drive lead generation.
Conduct joint member calls with Commercial Relationship Managers; coach teams on positioning treasury solutions and uncovering non‑credit opportunities.
Coordinate with internal partners (Operations, Legal/Compliance, Risk, Technology) to ensure seamless onboarding and a superior client experience.
Compliance & Risk Oversight
Ensure all activities adhere to governing regulations, Beem’s policies and procedures, and AML/ATF/sanctions requirements.
Embed Beem’s risk appetite and risk culture in daily decisions; proactively identify and mitigate operational and conduct risks.
Uphold operational excellence and effective day‑to‑day controls; champion Beem’s Values and Code of Conduct.
What you’ll bring:
Undergraduate degree or diploma in Business, Finance, Economics, or related field; or equivalent experience.
4-6 years of experience in a commercial financial sales/service environment, with strong track record in cash management, payments, and deposit solutions.
Experience collaborating with Commercial Relationship Managers on complex solution structuring; solid understanding of commercial credit fundamentals and due diligence for moderate‑to‑higher complexity deals.
Strong sales/closing, networking, and relationship management skills; exceptional communication and interpersonal capabilities.
Proficiency with MS Word, Excel, PowerPoint, Outlook and commercial banking platforms; data‑driven approach to pricing and portfolio optimization.
Ability to travel within the market as needed; hybrid work with periodic in‑office presence based on business needs.
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: $77,400 - $96,800
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.
💡 Quick Summary
Seeking a career-building opportunity? The Commercial Treasury & Payments Advisor position is now open for candidates interested in the Bank Jobs sector. This role in Burnaby offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
