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Financial Solutions Manager

3 months ago

White Rock, 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.

This is an outstanding opportunity to further develop your career in Financial Services by joining Prospera as we are looking for a **Financial Solutions Manager** (FSM) at our** White Rock Branch**. This is an all-encompassing, customer-facing role that includes lending, investment and cash-related functions, as well as offers tremendous service delivery flexibility to the Branch. It's also a fantastic opportunity to utilize your customer service acumen, passion for the team and commitment to delivering results
- Other organizations may call this role: Financial Advisor, Senior Financial Advisor, Client Advisor, or Account Manager_
- Discover a day in the life of a Financial Solutions Manager and learn more about Prospera Credit Union's culture and what it means to be part of #TeamLocal. Click for _Video_._

**What you’ll do**:

- Maintain high service quality standards, incorporate the strategic selling process in customer interactions, build rapport with customers, and seek opportunities to deepen customer relationships
- Seek opportunities to demonstrate value proposition, uncover needs, and recommend appropriate products, services, and solutions
- Provide lending, investments, and cash-related expertise support
- Develop maintain, and grow the branch wealth management portfolio, including both mutual funds and term deposits
- Interview clients to identify needs, ensure products meet identified needs, and demonstrate opportunities to generate sales leads. Refer customers to other lines of business experts as needed, collaborating to ensure a seamless and rewarding customer experience
- Interview clients, analyze current wealth management products, and prepare required documentation for the purchase of recommended mutual funds
- Prepare documentation and approve loans within current limits; refer loans above limits or exceptions to branch management or corporate with a rationale as to why the loan should be approved
- Ensure consistent follow-up on existing clients and provide ongoing advice and solutions

**What you bring**:

- 2 years’ front-line, proven sales experience within an operations or financial services environment; must have exposure to retail lending or deposits
- Mutual fund license or ability to become licensed within 6 months of hire date
- Completion of Prospera’s Investment Funds and Strategies course within 12 months of hire date
- Proven ability to uncover customer needs through establishing rapport and listening to the customer
- Effective selling, cross-selling and referral skills
- Excellent verbal and written communication and negotiation skills with the ability to interact with a variety of people
- Self-motivated, outgoing, confident, and sales-oriented
- Detailed knowledge of deposit-related products, personal lending, mortgages, registered and non-registered investments and mutual funds
- Proficient with technology, including banking and Customer Relationship Management systems and Microsoft Office programs

**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 c