Client Relationship Specialist

4 weeks ago

Burnaby, British Columbia, Canada Prospera Credit Union Full time

Join the Prospera Credit Union Team

With a legacy of over 75 years dedicated to serving local communities, Prospera Credit Union stands as a community-focused, purpose-driven organization offering a comprehensive suite of financial products and services. As one of the largest credit unions in British Columbia, we proudly manage approximately $7.5 billion in assets and serve 120,000 members across 26 branches. Our vision is to foster vibrant, healthy communities, support thriving local businesses, and empower individuals financially.

We are currently seeking a Client Relationship Specialist to join our dynamic team.

In this pivotal role, you will be tasked with nurturing and expanding advisory relationships with our most valued members. You will exemplify best practices in comprehensive relationship management and employ your well-honed strategies for proactive outreach, pipeline oversight, and collaboration with our business specialists to address our members' financial needs.

Key Responsibilities:

  • Accurately evaluate members' financial goals, risk appetite, and specific requirements to deliver customized guidance.
    Develop all-encompassing financial strategies that integrate investment, lending, protection, and seamless daily banking solutions.
  • Facilitate introductions to trusted partners, ensuring a smooth transition for members while preserving their trust.
    Accountable for the retention and growth of our segment of high-value members across all service lines.
  • Swiftly respond to product maturity, managing each lead with a comprehensive advice-driven approach to enhance relationships and assist members in achieving their objectives.
  • Implement holistic financial strategies by addressing members' complex lending, investment, protection, and daily banking requirements.
  • Maintain precise records of member interactions, advice provided, and transactions, while adhering to internal policies, regulatory standards, and ethical practices.
  • Possess a solid understanding of registered products, including tax implications, and be adept at crafting strategies for term deposits that balance members' liquidity needs with desired returns.
  • Support a positive member experience by providing backup assistance to all other roles as necessary.

Qualifications:

  • Minimum of 3 years of experience in financial services, with at least 1 year in an advisory role.
  • Proven track record in mortgage lending and mutual fund sales.
  • Licensed to sell mutual funds.
  • Demonstrated financial expertise and familiarity with financial products and services.
  • Experience in a professional financial advisory sales environment.
  • Strong financial acumen and understanding of financial products and services.
  • Comprehensive knowledge of retail lending, including complex mortgage products such as construction and non-traditional mortgages.
  • Proven experience in investments, including mutual fund sales and the development of holistic financial plans.
  • Ability to cultivate and maintain relationships with members, providing guidance in diverse situations.
  • Exceptional listening, verbal, and written communication skills.
  • Proficient in utilizing various technologies.

*Prospera offers a competitive total compensation package that includes base salary plus incentives, reviewed annually against market standards. Starting salaries are typically targeted around the midpoint of the posted salary range, determined by the successful candidate's knowledge, experience, and internal equity.*

Our Core Values

  • Build Trusting Relationships: We are deeply rooted in our local communities, united in our mission to support our members, communities, and team.
  • Empower Others: We provide our team members with the trust, resources, and space they need to succeed.
  • Foster Curiosity: We approach every situation with a sense of curiosity and a commitment to continuous learning and improvement.
  • Embrace Change: We plan with flexibility, take decisive action, and adapt to achieve results.
  • Collaborate as One Team: We work together, recognizing that collaboration strengthens us.

What We Offer:

  • Inclusive Workplace: Every team member is valued, respected, and heard. We learn from our differences, gaining strength from our diverse perspectives.
  • Training and Support: We equip our employees for success with ongoing training and access to resources throughout their careers.
  • Career Development: We are committed to the growth and advancement of our employees, encouraging them to reach their full potential.
  • Enjoyable Work Environment: We prioritize a fun and rewarding workplace, where we work hard, enjoy our time together, and support one another.
  • Competitive Compensation: We provide attractive pay, a personalized benefits program, and a generous pension plan.
  • Community Engagement: We actively participate in community-focused initiatives throughout the year.
  • Commitment to Diversity, Equity, and Inclusion: We are dedicated to ensuring that every employee and member feels a sense of belonging at Prospera.

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

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