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Member Experience Specialist

1 month ago

Penticton, Canada Prospera Credit Union Full time

TEAM LOCAL is hiring

Built on more than 75 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $7.5 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. It's our vision to help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Learn more about us at prospera.ca.

As a Member Experience Specialist, you will play a vital role in developing member-first advisory relationships. You will be responsible for on-boarding traditionally sourced and omni-channel retail and business members, uncovering member needs, and introducing our solutions to them. This is a mutual funds sales development role; you will be managing small accounts and providing general transactional support. You will also be involved in providing access to day-to-day, lending and investing products and services including unsecured lending, mortgage renewals, broker mortgage onboarding, term deposits, and Visa products.

What you'll do:

  • Onboard and initiate relationship conversations and introductions with our new retail and business members
  • Develop and advance member relationships through the utilization of Financial Health Checks, pipeline management, and effective referrals to the Relationship Manager and Line of Business Specialists
  • Have primary advice center (AC) responsibility for opening new business accounts, and business change of signing officer requests
  • Support our member access to lending products by producing small unsecured lending products, completing broker mortgage sign-ups and mortgage renewals
  • Support our Member Service Specialists by completing front line transactions as needed
  • Provide omni-channel support for the Member Service Centre by supporting member calls as needed

What you bring:

  • Grade 12 (or equivalent)
  • Business Administration or Marketing diploma or degree (an asset)
  • 1-3 years of experience working in a financial services environment with exposure to lending and investment products, identifying member needs, advising
  • Experience or knowledge with mutual funds (preferred)
  • Licensed to sell mutual funds or the willingness to be licensed within 12 months
  • Previous experience working in a professional sales environment
  • Proven financial acumen and knowledge of financial products, services and retail lending
  • Demonstrated ability to confidently provide advice in a variety of member situations
  • Excellent verbal and written communication skills
  • Detail oriented and organized and the ability to manage priorities
  • Proficient with technology and systems

Our Values

Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.

Empower and enable others: We give each other the space, trust, and tools to succeed.

Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.

Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.

Thrive as One Team: We collaborate because it strengthens us.

What's in it for you?

Inclusive, equitable and accessible workplace: All team members are valued, respected and heard. We learn from each other's differences, gaining strength through our people and our perspectives.

Training and support. We set our employees up for success with training and continued support and access to resources throughout employment.

Career advancement We're committed to our employees' growth and development and we want to see you soar.

Fun and camaraderie. We care deeply about our members and our employees, and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

Show me the money We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.

Community focused. We care about giving back to the communities we live, work and play in. We participate in many community minded activities throughout the year.

Our commitment to Diversity, Equity and Inclusion. Diversity, equity and inclusion is part of everything we do, and we're on a continuous journey to ensure every employee and members feels like they #BelongAtProspera.

If you require accommodation during any part of the recruitment process, please let us know.

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