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Customer Service Representative

2 months ago

Chilliwack, Canada Prospera Credit Union Full time

Job Summary:

We are seeking a highly skilled and motivated Customer Service Representative to join our team at Prospera Credit Union. As a key member of our team, you will be responsible for delivering exceptional customer service and building strong relationships with our members.

Key Responsibilities:

  • Greet customers, establish rapport, and address service inquiries and customer concerns.
  • Proactively seek opportunities to deepen customer relationships and recommend appropriate solutions.
  • Refer customers to other team members and business partners as needed, collaborating to ensure a seamless and rewarding customer experience.
  • Handle member personal banking needs through discovery conversations and opening new products such as personal and business profiles, term deposits, and other banking products and services.
  • Ensure an exceptional member experience by providing back-up support for other team members.
  • Participate in sales meetings and maintain an accurate history of sales and service activity on the customer relationship management system.
  • Support and participate in community initiatives.

Requirements:

  • Previous banking, credit union or advisory sales experience with a strong interest in developing your financial services career.
  • Excellent communication, relationship-building, and negotiation skills.
  • Capacity and passion for learning, strong team orientation, and a keenness to help others.
  • Skilled in computer systems and processes.

What We Offer:

  • Inclusive, equitable, and accessible workplace.
  • Training and support to set employees up for success.
  • Career advancement opportunities.
  • Fun and camaraderie in the workplace.
  • Competitive pay and benefits package.
  • Community-focused initiatives.

Our Values:

  • Cultivate trusting relationships.
  • Empower and enable others.
  • Lead with curiosity.
  • Embrace change and execute with purpose.
  • Thrive as one team.

Our Commitment to Diversity, Equity, and Inclusion:

We are committed to creating an inclusive and equitable workplace where every employee and member feels valued and respected. We believe that diversity, equity, and inclusion are essential to our success and are committed to ongoing learning and improvement.