Member Experience Advisor

1 month ago


Abbotsford, British Columbia, Canada Prospera Credit Union Full time

Unlock Your Potential with Prospera Credit Union

We are seeking a highly motivated and customer-focused Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.

Key Responsibilities:

  • Onboard and initiate relationship conversations with new members
  • Develop and advance member relationships through financial health checks and effective referrals
  • Support member access to lending products and services
  • Provide omni-channel support for the Member Service Centre

What You'll Bring:

  • Grade 12 (or equivalent)
  • Business Administration or Marketing diploma or degree (an asset)
  • 1-3 years of experience in a financial services environment
  • Experience with mutual funds (preferred)
  • Licensed to sell mutual funds or willingness to be licensed within 12 months

Our Values:

We cultivate trusting relationships, empower and enable others, lead with curiosity, and thrive as one team. We're committed to diversity, equity, and inclusion and strive to create an inclusive and equitable workplace.

What's in it for you?

We offer a competitive salary, personalized benefits program, and a generous defined contribution pension plan. You'll have opportunities for career advancement, training, and support. Our workplace is fun, rewarding, and sometimes lighthearted. We care about our members and our employees and want to see you soar.



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