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Member Experience Professional
2 months ago
Job Summary
We are seeking a highly skilled Member Experience Specialist to join our team at Prospera Credit Union. As a Member Experience Specialist, 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 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 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 center by supporting member calls as needed
Requirements
- 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, and 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 We Offer
- 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.
- Show me the money: We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
- Community focused: We care about where we live, work, and play. 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 member feels like they #BelongAtProspera.
