Customer Service Specialist

2 weeks ago


Agassiz, Canada Prospera Credit Union Full time

TEAM LOCAL is hiring


Built on over 75 years as a BC credit union, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services.

Prospera is British Columbia's fourth-largest credit union, with $9 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve communities from Vancouver, through the Fraser Valley, and to the Okanagan. It's our vision to help build vibrant healthy communities, thriving local enterprises, and financially empowered people.


We are currently seeking a part-time
Customer Service Specialist for our
Agassiz Branch who can proactively develop positive relationships and aim to go an extra mile to cater to our members' product and service needs.

This is a fantastic opportunity to be a part of a super supportive team where you can contribute by bringing your passion for customer service, a genuine desire to help others and a keen interest in starting or building a career in Financial Services.


What you'll do:

  • Greet customers, establish rapport, address service inquiries and customer concerns, and seek opportunities to deepen customer relationships
  • Proactively seek occasions to demonstrate our value proposition, uncover needs, and recommend appropriate services and solutions
  • Refer customers to account managers and external business partners as needed, collaborating to ensure a seamless and rewarding customer experience
  • Handle transactions, open personal and business profiles, demand accounts, term deposits, ATM cards, and other banking products and services
  • Perform administrative tasks, cash desk duties, and assist with branch opening and closing processes
  • Participate in sales meetings and maintain an accurate history of sales and service activity on the customer relationship management system
  • Support and participate in community initiatives

What you bring:

  • Experience in a frontline role within a financial services environment is highly preferred, but we are open to prior experience within a targetbased sales environment too
  • Prior cash handling/reconciliation experience and/or CRM system experience strongly preferred
  • You have a 'can do' front line/customer service mindset, a strong interest in a career in financial services backed by a good mathematical acumen, a capacity and passion for learning, strong team orientation, excellent communication and relationshipbuilding skills, and a keenness to grow and help others
  • You are a selfdescribed ambassador for the ultimate customer experience and are able to adapt your communication style and connect with diverse members.

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 are committed to our employee's growth and development and we want to see you soar.

Fun & 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.

INDCSS

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