Member Experience Specialist

5 months ago

Burnaby, Canada Prospera Credit Union Full time

**TEAM LOCAL is hiring**

Built on more than 75 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 $7.5 billion in assets and 120,000 members. With 26 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. Learn more about us at prospera.ca.

**Join our Metrotown Branch and be our new Member Experience Specialist (MES).**

As a Member Experience Specialist, you will play a vital role in developing member-first advisory relationships. In this role, you will be responsible for on-boarding traditionally sourced and omni-channel retail and business members. You will uncover member needs and introduce our solutions to them. This is a mutual funds sales development role; you will be managing small accounts with simple needs 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.

**What you'll do**:

- Responsible for the onboarding and initiating relationship conversations and introductions with our new retail and business members.
- Develops and advances member relationships through the utilization of Financial Health Checks, pipeline management, and effective referrals to the Relationship Manager and Line of Business Specialists.
- Has primary advice center (AC) responsibility for opening new business accounts, and business change of signing officer requests.
- Supports our member access to lending products by producing small unsecured lending products, completing broker mortgage sign-ups and mortgage renewals.
- Supports our Member Service Specialists by completing front line transactions when needed.
- Provides omni-channel support for the Member Service Center by supporting member calls as and when needed.

**What you bring**:

- Grade 12 or equivalent and a 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. Fluent in Mandarin (an asset).
- 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.

**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 Representative

    1 month ago

    Burnaby, Canada BCAA Full time

    Why BCAA? Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose - delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger...

  • Team Member

    4 days ago

    Burnaby, British Columbia, Canada Tim Hortons Full time

    Job SummaryWe are seeking a highly motivated and enthusiastic Team Member to join our team at Tim Hortons. As a Team Member, you will be the frontline in providing exceptional guest experiences through the delivery of exceptional products and service.Key ResponsibilitiesGreet and welcome guests with hospitality and friendlinessComplete guest orders,...

  • Member Relationship Specialist

    14 hours ago

    Burnaby, British Columbia, Canada Coast Capital Full time

    About the Role:We are seeking a highly motivated and customer-focused Member Relationship Specialist to join our Coast Capital team. As a key member of our branch team, you will be responsible for delivering exceptional customer service and building strong relationships with our members.Key Responsibilities:Provide personalized service to members, responding...

  • Member Relations Specialist

    2 months ago

    Burnaby, Canada Endurance Taekwondo Inc. Full time

    **Job Title**: Member Relations Specialist **Location**: 3355 North Road, Burnaby **Hours**: Monday to Friday (12:00 PM - 8:00 PM) **Pay**: $26.00 - $28.00 per hour **Benefits (after 3 months)**: Dental care, Extended health care **Expected Hours**: 37.5 per week Are you the kind of person who loves keeping things organized, pays attention to the...

  • Customer Experience Specialist

    3 weeks ago

    Burnaby, British Columbia, Canada beBee Professionals Full time

    At beBee Professionals, we are looking for a Customer Experience Specialist to join our team. The successful candidate will be responsible for providing excellent customer service, responding to inquiries, and resolving customer complaints in a timely and professional manner.The ideal candidate will have a minimum of two years of customer service experience,...

  • Customer Experience Specialist

    14 hours ago

    Burnaby, British Columbia, Canada Trek Bicycle Canada ULC Full time

    Job OverviewTrek Bicycle Canada ULC is seeking a talented Customer Experience Specialist to join our team. As a Sales Associate, you will play a key role in delivering exceptional customer experiences and driving sales growth. If you have a passion for bikes and a desire to work with like-minded individuals, we encourage you to apply.Key...

  • Customer Experience Automation Specialist

    4 weeks ago

    Burnaby, British Columbia, Canada BCAA Full time

    About the RoleWe are seeking a highly skilled CX Automation and Process Optimization Specialist to join our team at BCAA. As a key member of our Customer Experience team, you will play a critical role in advancing the transformation and modernization of our customer experience.Key ResponsibilitiesDrive operational efficiency and expand self-service options...

  • Customer Experience Automation Specialist

    4 weeks ago

    Burnaby, British Columbia, Canada BCAA Full time

    About the RoleWe are seeking a highly skilled CX Automation and Process Optimization Specialist to join our team at BCAA. As a key member of our Customer Experience team, you will play a critical role in advancing the transformation and modernization of our customer experience.Key ResponsibilitiesDrive operational efficiency and expand self-service options...

  • Sales Associate

    2 months ago

    Burnaby, British Columbia, Canada Signet Jewelers Full time

    About Peoples JewellersPeoples Jewellers is a leading retailer of fine jewelry in Canada, with over 90 locations across the country. As a part of Signet Jewelers, a purpose-driven company that believes love inspires love, we are committed to providing an exceptional customer experience.Your RoleAs a Sales Associate - Customer Experience Specialist, you will...

  • Sales Associate

    2 months ago

    Burnaby, British Columbia, Canada Signet Jewelers Full time

    About Peoples JewellersPeoples Jewellers is a leading retailer of fine jewelry in Canada, with over 90 locations across the country. As a part of Signet Jewelers, a purpose-driven company that believes love inspires love, we are committed to providing an exceptional customer experience.Your RoleAs a Sales Associate - Customer Experience Specialist, you will...

  • Service to Sales Team Member

    2 weeks ago

    Burnaby, British Columbia, Canada OpenRoad Auto Group Full time

    Unlock the full potential of your career with OpenRoad Auto Group as a Service to Sales Team Member. In this exciting role, you will be the bridge between our service and sales teams, ensuring a seamless experience for our clients.As a Service to Sales Team Member, you will be responsible for interacting with existing service clients, exploring vehicle...

  • Customer Experience Associate

    1 month ago

    Burnaby, British Columbia, Canada beBee Professionals Full time

    Customer Care SpecialistbeBee Professionals is seeking a skilled Customer Care Specialist to provide exceptional customer service to our clients. The ideal candidate will have a strong understanding of customer service principles and practices, as well as excellent communication and interpersonal skills.Key Responsibilities:Respond to customer inquiries and...

  • Customer Experience Associate

    1 month ago

    Burnaby, British Columbia, Canada beBee Professionals Full time

    Customer Care SpecialistbeBee Professionals is seeking a skilled Customer Care Specialist to provide exceptional customer service to our clients. The ideal candidate will have a strong understanding of customer service principles and practices, as well as excellent communication and interpersonal skills.Key Responsibilities:Respond to customer inquiries and...

  • Regular Part-time Member Experience Representative

    5 days ago

    Burnaby, Canada BCAA Full time

    Why BCAA? Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose - delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger...

  • Member Care Specialist

    5 months ago

    Burnaby, Canada HairClub Full time

    MAJOR RESPONSIBLITIES: 25% Member Experience: Proactively engage with past, potential and current members to schedule appointments, enter and maintain member service history, and collaborate with the team for member follow up to ensure service satisfaction. Upholds HairClub’s service commitment for membership satisfaction by following company...

  • Digital Experience Designer

    2 weeks ago

    Burnaby, British Columbia, Canada Omni Logic Solutions, Inc Full time

    Job DescriptionWe are seeking a skilled Web Solutions Specialist to join our team at Omni Logic Solutions, Inc. As a key member of our digital team, you will be responsible for designing and developing innovative web solutions that meet the needs of our clients.Key ResponsibilitiesConsult with clients to understand their web requirements and develop...

  • Academic Board Member

    2 weeks ago

    Burnaby, Canada Environmental Operators Certification Program Full time

    h3>Environmental Operators Certification Program (EOCP) Chief Executive Officer (CEO) Reports to: Board of Directors Supervisory Responsibilities: Director of Operations, Marketing Specialist, Technical SpecialistWork Location: Burnaby, BC OfficeDate: August 29, 2024About the Environmental Operators Certification Program (EOCP) Since its founding in 1966,...

  • Customer Experience Specialist

    1 month ago

    Burnaby, British Columbia, Canada beBee Professionals Full time $35,000 - $45,000

    {"h1": "Customer Service Representative Role at beBee Professionals", "p": "We are seeking a skilled Customer Service Representative to provide exceptional service to our customers in Burnaby, Canada. As a key member of our team, you will be responsible for handling customer inquiries, resolving issues, and collaborating with colleagues to improve service...

  • Customer Experience Specialist

    1 month ago

    Burnaby, British Columbia, Canada beBee Professionals Full time $35,000 - $45,000

    {"h1": "Customer Service Representative Role at beBee Professionals", "p": "We are seeking a skilled Customer Service Representative to provide exceptional service to our customers in Burnaby, Canada. As a key member of our team, you will be responsible for handling customer inquiries, resolving issues, and collaborating with colleagues to improve service...

  • Customer Experience Ambassador

    2 weeks ago

    Burnaby, British Columbia, Canada Groupe TVA Full time

    About the RoleWe're seeking a highly motivated and customer-focused individual to join our team as a Retail Specialist at our Lougheed Town Centre location.As a Retail Specialist, you will be responsible for turning store visitors into committed Freedom Mobile customers by building genuine connections and providing exceptional customer service.Key...