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Client Experience Advisor

3 months ago

Mission, British Columbia, Canada Prospera Full time

About Prospera Credit Union:

With nearly 80 years of dedication to local communities, Prospera Credit Union stands as a community-focused, purpose-driven institution offering a comprehensive suite of financial products and services. As one of the largest credit unions in British Columbia, we manage approximately $9.3 billion in assets and serve around 120,000 members across 24 branches in the Lower Mainland, Fraser Valley, and Okanagan regions. Our vision is to foster vibrant, healthy communities, support thriving local businesses, and empower individuals financially.

Role Overview:

As a Client Experience Advisor, you will be instrumental in cultivating member-centric advisory relationships. Your responsibilities will include onboarding both retail and business members sourced through traditional and omni-channel methods, identifying member needs, and presenting our tailored solutions. This role involves managing smaller accounts and providing essential transactional support, as well as facilitating access to various lending and investment products and services, including unsecured loans, mortgage renewals, broker mortgage onboarding, term deposits, and Visa offerings.

Key Responsibilities:

  • Onboard new retail and business members while initiating relationship-building conversations.
  • Enhance member relationships through Financial Health Checks, effective pipeline management, and strategic referrals to Relationship Managers and Line of Business Specialists.
  • Serve as the primary advisor for opening new business accounts and handling business signing officer changes.
  • Assist members in accessing lending products by processing small unsecured loans and managing mortgage renewals.
  • Support Member Service Specialists by completing 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, and a focus on identifying member needs.
  • Knowledge of mutual funds is preferred.
  • Possession of a mutual funds sales license or willingness to obtain one within 12 months.
  • Experience in a professional sales environment is advantageous.
  • Strong financial acumen and understanding of financial products, services, and retail lending.
  • 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 locally rooted, united in our mission to support our members, communities, and team.
  • Empower Others: We provide the space, trust, and resources necessary for success.
  • Lead with Curiosity: We approach every situation with a desire for continuous learning and improvement.
  • Embrace Change: We plan flexibly, take decisive action, and adapt to achieve results.
  • Thrive as One Team: We collaborate to strengthen our collective impact.

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 Development: We are committed to the growth and advancement of our employees.
  • Positive Work Environment: We prioritize fun and camaraderie, ensuring that your time with us is enjoyable and fulfilling.
  • Competitive Compensation: We offer a market-competitive total compensation package, including base pay and incentives.
  • Community Engagement: We actively participate in community initiatives and give back to the areas we serve.
  • Diversity, Equity, and Inclusion: We are dedicated to fostering an inclusive environment where every employee and member feels they belong.

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