Client Engagement Specialist

4 weeks ago

Mission, British Columbia, Canada Prospera Full time

About Prospera Credit Union:

With a legacy spanning nearly 80 years, Prospera Credit Union is dedicated to serving local communities through a comprehensive suite of financial products and services. As one of British Columbia's largest credit unions, we manage approximately $9.3 billion in assets and cater to around 120,000 members across 24 branches in the Lower Mainland, Fraser Valley, and Okanagan regions. Our mission is to foster vibrant, healthy communities, support local businesses, and empower individuals financially.

Role Overview:

As a Client Engagement Specialist, you will be instrumental in cultivating member-centric advisory relationships. Your responsibilities will include onboarding both retail and business members sourced through various channels, identifying their needs, and presenting tailored solutions. This position involves managing smaller accounts and delivering general transactional assistance. You will also facilitate access to essential lending and investment products and services, such as unsecured loans, mortgage renewals, broker mortgage onboarding, term deposits, and Visa offerings.

Key Responsibilities:

  • Initiate and nurture relationship-building conversations with new retail and business members.
  • Enhance member relationships by utilizing Financial Health Checks, managing pipelines, and effectively referring to Relationship Managers and Line of Business Specialists.
  • Oversee the advice center's responsibilities for opening new business accounts and processing requests for changes in signing officers.
  • Assist members in accessing lending products by producing small unsecured loans and facilitating broker mortgage sign-ups and renewals.
  • Support Member Service Specialists by handling front-line transactions as required.
  • Provide omni-channel assistance for the Member Service Centre by addressing member inquiries as needed.

Qualifications:

  • Completion of Grade 12 (or equivalent).
  • A diploma or degree in Business Administration or Marketing is an asset.
  • 1-3 years of experience in a financial services setting, with exposure to lending and investment products, as well as member needs assessment.
  • Preferred experience or knowledge of mutual funds.
  • Possession of a mutual funds sales license or willingness to obtain one within 12 months.
  • Prior experience in a professional sales environment.
  • Strong financial acumen and familiarity with financial products, services, and retail lending.
  • Proven ability to confidently provide advice in diverse member situations.
  • Excellent verbal and written communication skills.
  • Detail-oriented, organized, and capable of managing multiple priorities.
  • Proficient in technology and systems.

Our Core Values:

  • Cultivate Trust: We are deeply rooted in our communities, committed to helping our members, communities, and team thrive.
  • Empower Others: We provide the trust, space, and tools necessary for success.
  • Lead with Curiosity: We approach every situation with a desire for continuous learning and improvement.
  • Embrace Change: We adapt quickly, take decisive action, and strive for impactful results.
  • Thrive as One Team: We believe in collaboration as a source of strength.

What We Offer:

  • Inclusive Workplace: We value, respect, and listen to all team members, learning from our diverse perspectives.
  • Training and Support: We equip our employees for success with ongoing training and access to resources.
  • Career Advancement: We are dedicated to the growth and development of our employees.
  • Fun and Camaraderie: We prioritize a rewarding and enjoyable work environment.
  • Competitive Compensation: We offer a comprehensive pay structure, including a personalized benefits program and a defined contribution pension plan.
  • Community Engagement: We actively participate in community initiatives and support local causes.
  • Diversity, Equity, and Inclusion Commitment: We are on a continuous journey to ensure every employee and member feels a sense of belonging.

If you require accommodation during any part of the recruitment process, please inform us.

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