Member Service Specialist

6 days ago

Mission, British Columbia, Canada Prospera Credit Union Full time

Member Service Specialist

Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. We are one of the largest credit unions in British Columbia, with a strong presence in local communities throughout the Lower Mainland, Fraser Valley and Okanagan.

We are seeking a highly motivated and customer-focused Member Service Specialist to join our Mission Advice Centre. As a Member Service Specialist, you will play a key role in delivering exceptional customer service, building relationships with customers, and empowering their financial decisions.

Key Responsibilities:

  • Greet customers, establish rapport, and address service inquiries and customer concerns.
  • Proactively seek opportunities to demonstrate our value proposition, uncover needs, and recommend appropriate solutions.
  • Refer customers to other team members and business partners as needed, collaborating to ensure a seamless and rewarding customer experience.
  • Handle member personal banking needs through discovery conversations and opening new products such as personal and business profiles, term deposits, and other banking products and services.
  • Ensure an exceptional member experience by providing back-up support for other team members.
  • 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.

Requirements:

  • Previous banking, credit union or advisory sales experience with a strong interest in developing your financial services career.
  • Excellent communication, relationship-building, and negotiation skills.
  • Capacity and passion for learning, strong team orientation, and a keenness to help others.
  • Skilled in computer systems and processes.

What We Offer:

  • Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard.
  • 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.
  • 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.

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.

Our Commitment to Diversity, Equity and Inclusion:

We are on a continuous journey to ensure every employee and member feels like they belong at Prospera.

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