Member Service Specialist

3 days ago

Coquitlam, 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. With nearly 80 years of service in local communities, we are proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.

We are seeking a highly skilled and motivated Member Service Specialist to join our Sunwood Advice Centre team. As a Member Service Specialist, you will be responsible for delivering exceptional customer service, developing positive relationships, and satisfying our members' product and service needs.

Key Responsibilities:

  • 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 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.

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 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 and Benefits: We offer 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 Commitment to Diversity, Equity and Inclusion:

We are committed to creating an inclusive and equitable workplace where every employee and member feels valued and respected.

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