Member Relationship Specialist

2 months ago


Surrey, British Columbia, Canada Prospera Credit Union Full time

Prospera Credit Union is a community-focused financial institution dedicated to empowering individuals and businesses through exceptional service and tailored financial solutions.

We are seeking a passionate and driven Member Experience Specialist to join our team. In this role, you will play a vital part in cultivating lasting relationships with our members by understanding their unique needs and guiding them towards achieving their financial goals.

Your Responsibilities:
  • Onboard new retail and business members, establishing strong foundations for long-term partnerships.
  • Develop and nurture member relationships through personalized consultations, identifying opportunities to introduce our comprehensive range of products and services.
  • Provide expert guidance on a variety of financial solutions, including lending options, investment strategies, and everyday banking needs.
  • Collaborate with internal teams to ensure seamless service delivery and address member inquiries promptly and effectively.
Your Qualifications:
  • A minimum of 1-3 years of experience in a financial services environment, preferably with exposure to lending and investment products.
  • Proven ability to build rapport with clients, understand their financial objectives, and provide tailored advice.
  • Strong communication and interpersonal skills, enabling you to effectively interact with members from diverse backgrounds.
  • A commitment to continuous learning and staying abreast of industry trends and regulations.

If you are a dedicated professional with a passion for helping others achieve financial well-being, we encourage you to apply. Join our team and make a meaningful impact in the lives of our members.



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