Customer Relationship Specialist

4 weeks ago

Surrey, British Columbia, Canada Prospera Credit Union Full time

Join Our Team at Prospera Credit Union

With a legacy of nearly 80 years dedicated to serving local communities, Prospera Credit Union stands as a community-focused organization committed to providing a comprehensive suite of financial products and services. As one of the largest credit unions in British Columbia, we proudly manage approximately $9.3 billion in assets and serve over 120,000 members across 24 branches. Our mission is to foster vibrant, healthy communities, support local businesses, and empower individuals financially.

Are you passionate about building meaningful connections with clients and guiding them in their financial journeys?

We are seeking a part-time Customer Relationship Specialist to become a vital part of our team. The Customer Relationship Specialist (CRS) plays a crucial role in identifying and supporting sales opportunities while delivering outstanding client service. This position is responsible for nurturing positive relationships and addressing our members' financial product and service needs.

Make a difference in your community. Explore this opportunity with us.

Key Responsibilities:

Welcome clients, establish rapport, respond to service inquiries and concerns, and identify opportunities to enhance client relationships. Actively seek opportunities to showcase our value proposition, identify needs, and suggest suitable solutions. Collaborate with team members and business partners to ensure a seamless and rewarding client experience. Assist members with personal banking needs through engaging conversations and facilitate the opening of new accounts, term deposits, and other financial products and services. Ensure an exceptional client experience by providing support to fellow team members as needed. Participate in sales meetings and maintain accurate records of sales and service activities within the customer relationship management system. Engage in community initiatives and support local events.

Qualifications:

Previous experience in banking, credit unions, or advisory sales, with a strong desire to advance in the financial services sector. Excellent communication, relationship-building, and negotiation abilities. A passion for learning, strong teamwork orientation, and a genuine desire to assist others. Proficient in computer applications.

Our Core Values

Build Trusting Relationships: We are deeply rooted in our communities, united in our mission to support our members, communities, and team members.

Empower Others: We provide the space, trust, and resources necessary for success.

Foster Curiosity: We approach every situation with a mindset of curiosity and a commitment to continuous improvement.

Embrace Change: We adapt our plans and actions to achieve meaningful results.

Collaborate as One Team: We believe in the strength of teamwork.

Benefits of Joining Us:

Inclusive Work Environment: We value and respect all team members, ensuring that everyone feels heard and appreciated. Our diversity strengthens us.

Comprehensive Training: We equip our employees with the necessary training and ongoing support to thrive in their roles.

Opportunities for Advancement: We are dedicated to the growth and development of our employees, helping them reach their full potential.

Enjoyable Work Culture: We prioritize a fun and rewarding work environment, where camaraderie and support are key.

Competitive Compensation: We offer attractive pay, a personalized benefits program, and a robust pension plan.

Community Engagement: We are committed to the communities where we live and work, participating in various community-focused activities throughout the year.

Commitment to Diversity, Equity, and Inclusion: We strive to ensure that every employee and member feels a sense of belonging.

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

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