Chinkal D.

Money Advisor @Beem Credit Union

Richmond, BC, CA

Suggested members suitable investment options such as GICs, bonds, and mutual funds.Guided members through loan applications, ensuring smooth processing and compliance.Processed and approved credit card applications with accuracy and efficiency.Ensured compliance with government regulations and internal audit standards.Coordinated clearing, treasury, and funds transfer activities through Central 1.Maintained strong relationships with members, potential members, and external financial partners.Collaborated with other credit unions, banks, and trust companies to meet member needs.Worked with suppliers and vendors including cheque providers, cash suppliers, and security services.Supported operational risk management and adhered to regulatory audits.Delivered exceptional member service while safeguarding confidentiality and compliance standards.