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Customer Service Specialist

4 weeks ago

Penticton, 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.

Do you love building relationships with customers and empowering their financial decisions? We are currently seeking a **Customer Service Specialist** for our **Penticton Branch**. This outstanding opportunity can start or further develop your career in Financial Services. The Customer Service Specialist (CSS) delivers exceptional customer service and is responsible for proactively developing positive relationships, and satisfying our members' product and service needs.

**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**:

- Previous experience in customer-focused roles with a strong interest in a career in financial services.
- Excellent communication, relationship-building and negotiation skills.
- Front line/customer service mindset with a capacity and passion for learning, strong team orientation, and a keenness to grow and help others.
- Proficient computer skills.

**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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