Member Experience Specialist

7 months ago

Chilliwack, 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.

**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.

**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

    6 months ago

    Chilliwack, Canada YBC Full time

    **Position Title**:Member Experience Representative - **Location**:Cheam Leisure Centre - 45501 Market Way, Chilliwack, BC V2R 0P2 - Chilliwack Landing Leisure Centre - 9145 Corbould St #4 Chilliwack, BC V2P 4A6 - **Terms**:Permanent, Part-Time - **Hours per week**: 4-24 hours/week - **Shifts**:Shifts vary but will include weekday mornings, evenings and...

  • Member Experience Representative

    2 months ago

    Chilliwack, Canada YMCA BC Full time

    **Position Title**:Member Experience Representative **Location**:Chilliwack Landing Leisure Centre - 9145 Corbould St #4 Chilliwack, BC V2P 4A6 **Terms**:Permanent, Part-Time **Hours per week**: 4-24 hours/week **Shifts**:Shifts vary but will include weekday mornings, evenings and weekends. Closing shifts are until 10:00pm. **Start Date**:As soon as...

  • Member Experience Representative

    6 months ago

    Chilliwack, Canada YMCA BC Full time

    **Position Title**:Member Experience Representative - **Location**:Cheam Leisure Centre - 45501 Market Way, Chilliwack, BC V2R 0P2 - Chilliwack Landing Leisure Centre - 9145 Corbould St #4 Chilliwack, BC V2P 4A6 - **Terms**:Permanent, Part-Time - **Hours per week**: 4-24 hours/week - **Shifts**:Shifts vary but will include weekday mornings, evenings and...

  • Member Experience Representative

    3 weeks ago

    Chilliwack, Canada YMCA BC Full time

    **Position Title**:Member Experience Representative - **Location**:Cheam Leisure Centre - 45501 Market Way, Chilliwack, BC V2R 0P2 - **Terms**:Permanent, Part-Time - **Hours per week**: 4-24 hours/week - **Shifts**:Shifts vary but will include Monday-Friday between 5:45am-6:00pm and Weekends - **Start Date**:As soon as possible - **Salary**:0-500 hours...

  • Member Experience Representative

    6 months ago

    Chilliwack, Canada YBC Full time

    **Position Title**:Member Experience Representative **Location**:Cheam Leisure Centre - 45501 Market Way, Chilliwack, BC V2R 0P2 **Terms**:Permanent, Part Time **Hours per week**: 4-24 hours/week **Shifts**:Shifts vary, will include Weekday mornings from 6:00am-10:00am, evenings from 5:00pm-10:15pm and weekends **Start Date**:As soon as...

  • Member Experience Representative

    6 months ago

    Chilliwack, Canada YMCA BC Full time

    **Position Title**:Member Experience Representative - **Location**:Cheam Leisure Centre - 45501 Market Way, Chilliwack, BC V2R 0P2 - Chilliwack Landing Leisure Centre - 9145 Corbould St #4 Chilliwack, BC V2P 4A6 - **Terms**:Permanent, Full Time - **Hours per week**: 35 hours/week - **Shifts**:Shifts vary but will include weekday mornings, evenings and...

  • Member Experience Representative

    6 months ago

    Chilliwack, Canada YBC Full time

    **Position Title**:Member Experience Representative - **Location**:Chilliwack Landing Leisure Centre - 9145 Corbould St, Chilliwack, BC V2P 4A6 - Cheam Leisure Centre - 45501 Market Way, Chilliwack, BC V2R 0P2 - **Terms**:Permanent, Part Time - **Hours per week**: 15-20 hours/week - **Shifts**:Shifts vary but will include weekday afternoons, evenings and...

  • Member Experience Representative

    6 months ago

    Chilliwack, Canada YMCA BC Full time

    **Position Title**:Member Experience Representative **Location**:Chilliwack Landing Leisure Centre - 9145 Corbould St, Chilliwack, BC V2P 4A6 Cheam Leisure Centre - 45501 Market Way, Chilliwack, BC V2R 0P2 **Terms**:Permanent, Part Time **Hours per week**: 10-20 hours/week **Shifts**:Shifts vary but will include weekday afternoons, evenings and...

  • Member Experience Representative

    3 months ago

    Chilliwack, Canada YMCA BC Full time

    **Position Title**:Member Experience Representative **Location**:Cheam Leisure Centre - 45501 Market Way, Chilliwack, BC V2R 0P2 **Terms**:Permanent, Part-Time **Hours per week**: 4-24 hours/week **Shifts**:Shifts vary but will include weekday mornings, evenings and weekends. Closing shifts are until 10:00pm. **Start Date**:As soon as...

  • Member Experience Representative

    4 months ago

    Chilliwack, Canada YMCA BC Full time

    **Position Title**:Member Experience Representative **Location**:Chilliwack Landing Leisure Centre - 9145 Corbould St #4 Chilliwack, BC V2P 4A6 **Terms**:Permanent, Part-Time **Hours per week**: 4-24 hours/week **Shifts**:Shifts vary but will include weekday mornings, evenings and weekends. Closing shifts are until 10:00pm. **Start Date**:As soon as...

  • Member Experience Representative

    4 weeks ago

    Chilliwack, Canada YMCA BC Full time

    **Position Title**:Member Experience Representative - **Location**:Chilliwack Landing Leisure Centre - 9145 Corbould St #4 Chilliwack, BC V2P 4A6 - Cheam Leisure Centre - 45501 Market Way, Chilliwack, BC V2R 0P2, Canada - **Terms**:Permanent, Part-Time - **Hours per week**: 4-24 hours/week - **Shifts**:Shifts vary but will include weekday mornings, evenings...

  • Member Experience Representative

    6 months ago

    Chilliwack, Canada YBC Full time

    **Position Title**:Member Experience Representative - **Location**:Cheam Leisure Centre - 45501 Market Way, Chilliwack, BC V2R 0P2 - **Terms**:Permanent, Part Time - **Hours per week**: 4-24 hours/week - **Shifts**:Shifts vary, will include weekday mornings, evenings and weekends - **Start Date**:As soon as possible - **Salary**:0-500 hours $17.25 per hour ...

  • Member Experience Representative

    6 months ago

    Chilliwack, Canada YBC Full time

    **Position Title**:Member Experience Representative **Location**:Cheam Leisure Centre - 45501 Market Way, Chilliwack, BC V2R 0P2 **Terms**:Permanent, Full time **Hours per week**: 35 hours/week **Shifts**:Shifts vary, will include Sun-Thurs daytime - 9:45am-5:45pm and opening shifts are 5:45am-2pm **Start Date**:As soon as possible **Salary**:0-500...

  • Member Experience Representative

    3 months ago

    Chilliwack, Canada YMCA of Greater Vancouver Full time

    Position Title: Member Experience Representative Location: Cheam Leisure Centre - 45501 Market Way, Chilliwack, BC V2R 0P2 Terms: Permanent, Part-Time Hours per week: 4-24 hours/week Shifts: Shifts vary but will include weekday mornings, evenings and weekends. Closing shifts are until 10:00pm. Start Date: As soon as possible Salary: ...

  • Supervisor, Member Experience

    1 month ago

    Chilliwack, Canada YMCA BC Full time

    **Position Title**:Member Experience Supervisor **Location**:Bob Chan-Kent Family YMCA (45844 Hocking Ave, Chilliwack, BC V2P 1B4) **Terms**:Permanent Full Time **Hours**:30-35 hours per week **Shift**:Shifts vary but will include weekdays, evenings, weekends and holidays Shifts will vary based on the needs of the center **Start Date**:As soon as...

  • Member Experience Representative

    6 months ago

    Chilliwack, Canada YMCA BC Full time

    **Position Title**: Member Experience Representative - ** Location**:Bob Chan-Kent Family YMCA (45844 Hocking Ave, Chilliwack, BC V2P 1B4) **Terms**: Permanent, Part-Time, 8-24 hours/week **Shifts**: Shifts will vary but will include evenings, and weekends **Start Date**: As soon as possible **Salary**:0-500 hours $17.25 per hour 501-1000 hours $17.77...

  • Member Experience Representative

    6 months ago

    Chilliwack, Canada YMCA BC Full time

    **Position Title**: Member Experience Representative -** Location**:Bob Chan-Kent Family YMCA (45844 Hocking Ave, Chilliwack, BC V2P 1B4) **Terms**: Permanent, Part-Time, 8-24 hours/week **Shifts**: Shifts will vary but will include weekdays, evenings, and weekends **Start Date**: As soon as possible **Salary**:0-500 hours $17.25 per hour 501-1000 hours...

  • Member Advice Specialist

    3 months ago

    Chilliwack, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

  • Member Service Specialist

    4 months ago

    Chilliwack, 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...

  • Personal Trainer/member Experience Representative

    6 months ago

    Chilliwack, Canada YBC Full time

    Looking for a great organization that provides flexible hours? Are you obsessed with providing excellent customer service and sharing your fitness knowledge with the community? Looking to grow your fitness career and make a real impact at the Y? If you answered yes to any of these questions, we’re looking for you! YMCA Personal trainers/ Member Experience...