Member Experience Specialist

4 weeks ago

Surrey, British Columbia, Canada Prospera Credit Union Full time

TEAM LOCAL is hiring

Built on nearly 80 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 $9.3 billion in assets and 120,000 members. With 24 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.

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.

Please note: This role is a Tuesday - Saturday position.

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.

Prospera offers a total compensation package of base pay plus incentives that is market competitive and reviewed against the market annually. Starting salary is normally targeted around the middle of the posted salary range, and is determined based on the successful candidate's knowledge, experience and internal equity.

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.

  • Member Experience Specialist

    6 days ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Member Experience Specialist Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. With nearly 80 years of service in local communities, we're proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. We're seeking a highly motivated and...

  • Member Experience Specialist

    24 hours ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Unlock Your Potential as a Member Experience SpecialistProspera Credit Union is seeking a highly motivated and customer-focused individual to join our team as a Member Experience Specialist. In this role, you will play a vital part in developing strong relationships with our members, understanding their financial needs, and providing tailored solutions to...

  • Member Experience Specialist

    22 hours ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Unlock Your Potential as a Member Experience SpecialistProspera Credit Union is seeking a highly motivated and customer-focused individual to join our team as a Member Experience Specialist. In this role, you will play a vital part in developing strong relationships with our members, understanding their financial needs, and providing tailored solutions to...

  • Member Experience Professional

    1 week ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job SummaryWe are seeking a highly skilled Member Experience Specialist to join our team at Prospera Credit Union. As a Member Experience Specialist, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboard and initiate relationship conversations and...

  • Member Experience Professional

    7 days ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job SummaryWe are seeking a highly skilled Member Experience Specialist to join our team at Prospera Credit Union. As a Member Experience Specialist, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboard and initiate relationship conversations and...

  • Member Experience Specialist

    6 days ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    About the RoleWe are seeking a highly skilled Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboarding and Relationship Development: Onboard and initiate...

  • Member Experience Specialist

    6 days ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    About the RoleWe are seeking a highly skilled Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboarding and Relationship Development: Onboard and initiate...

  • Member Experience Specialist

    6 days ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    About the RoleWe are seeking a highly skilled Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboarding and Relationship Development: Onboard and initiate...

  • Member Relationship Specialist

    3 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Prospera Credit Union is a community-focused financial institution dedicated to empowering individuals and businesses through exceptional service and tailored financial solutions. We are seeking a passionate and driven Member Experience Specialist to join our team. In this role, you will play a vital part in cultivating lasting relationships with our...

  • Member Experience Representative

    3 days ago

    Surrey, British Columbia, Canada YMCA of Greater Vancouver Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Member Experience Representative at the YMCA of Greater Vancouver. As a key member of our team, you will be responsible for delivering exceptional customer service, promoting membership sales, and ensuring a positive experience for our members.Key...

  • Member Experience Representative

    4 days ago

    Surrey, British Columbia, Canada YMCA of Greater Vancouver Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Member Experience Representative at the YMCA of Greater Vancouver. As a key member of our team, you will be responsible for delivering exceptional customer service, promoting membership sales, and ensuring a positive experience for our members.Key...

  • Member Experience Representative

    5 hours ago

    Surrey, British Columbia, Canada YMCA of Greater Vancouver Full time

    Job Title: Member Experience RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Member Experience Representative. In this role, you will be responsible for providing exceptional service to our members, promoting membership sales and engagement, and supporting the delivery of our programs and services.Key...

  • Member Experience Representative

    3 hours ago

    Surrey, British Columbia, Canada YMCA of Greater Vancouver Full time

    Job Title: Member Experience RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Member Experience Representative. In this role, you will be responsible for providing exceptional service to our members, promoting membership sales and engagement, and supporting the delivery of our programs and services.Key...

  • Member Experience Representative

    1 week ago

    Surrey, British Columbia, Canada YMCA of Greater Vancouver Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Member Experience Representative at the YMCA of Greater Vancouver. As a key member of our team, you will be responsible for delivering exceptional customer service, promoting membership sales, and ensuring a positive experience for our members.Key...

  • Member Experience Representative

    7 days ago

    Surrey, British Columbia, Canada YMCA of Greater Vancouver Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Member Experience Representative at the YMCA of Greater Vancouver. As a key member of our team, you will be responsible for delivering exceptional customer service, promoting membership sales, and ensuring a positive experience for our members.Key...

  • Member Experience Supervisor

    4 hours ago

    Surrey, British Columbia, Canada YMCA of Greater Vancouver Full time

    Job SummaryWe are seeking a highly motivated and experienced professional to join our team as a Member Experience Supervisor. In this role, you will be responsible for delivering exceptional service to members and guests, while driving membership growth and retention through strategic sales and service initiatives.Key ResponsibilitiesDevelop and implement...

  • Member Experience Supervisor

    21 hours ago

    Surrey, British Columbia, Canada YMCA of Greater Vancouver Full time

    Job SummaryWe are seeking a highly motivated and experienced professional to join our team as a Member Experience Supervisor. In this role, you will be responsible for delivering exceptional service to members and guests, while driving membership growth and retention through strategic sales and service initiatives.Key ResponsibilitiesDevelop and implement...

  • Licensed Practical Nurse

    5 days ago

    Surrey, British Columbia, Canada Sienna Senior Living Full time

    About the RoleWe are seeking a skilled Licensed Practical Nurse to join our team at Sienna Senior Living. As a critical member of our healthcare team, you will play a vital role in providing high-quality nursing care to our residents.Key ResponsibilitiesProvide nursing care in accordance with established policies, physician's orders, and resident plans of...

  • Licensed Practical Nurse

    5 days ago

    Surrey, British Columbia, Canada Sienna Senior Living Full time

    About the RoleWe are seeking a skilled Licensed Practical Nurse to join our team at Sienna Senior Living. As a critical member of our healthcare team, you will play a vital role in providing high-quality nursing care to our residents.Key ResponsibilitiesProvide nursing care in accordance with established policies, physician's orders, and resident plans of...

  • Guest Experience Ambassador

    1 day ago

    Surrey, British Columbia, Canada McDonald's Full time

    {"title": "Customer Experience Specialist", "content": "About the RoleWe are seeking a Customer Experience Specialist to join our team at McDonald's. As a key member of our team, you will be responsible for delivering exceptional customer experiences that exceed our guests' expectations.Key ResponsibilitiesAnticipate and meet the needs of our guests,...