Customer Engagement Specialist

4 weeks ago

Canada Prospera Credit Union Full time

TEAM LOCAL is hiring

With nearly 80 years of dedication to local communities, Prospera Credit Union stands as a community-focused, purpose-driven organization providing a comprehensive array of financial products and services. As one of the largest credit unions in British Columbia, boasting approximately $9.3 billion in assets and serving 120,000 members, Prospera is committed to enhancing the vibrancy of communities across the Lower Mainland, Fraser Valley, and Okanagan. Our vision is to foster thriving local enterprises and empower individuals financially.

Are you passionate about cultivating relationships with clients and guiding their financial choices?

We are seeking a part-time Customer Engagement Specialist to enhance our Newton branch. The Customer Engagement Specialist (CES) is responsible for identifying and supporting sales opportunities while delivering outstanding customer service. This role involves proactively building positive relationships and addressing our members' product and service requirements.

Make a difference. Apply today.

Key Responsibilities:
  1. Welcome customers, build rapport, address service inquiries and concerns, and identify opportunities to strengthen customer relationships.
  2. Actively seek opportunities to showcase our value proposition, identify needs, and suggest suitable solutions.
  3. Direct customers to other team members and business partners as necessary, ensuring a seamless and rewarding customer experience.
  4. Assist members with personal banking needs through discovery conversations and facilitate the opening of new products such as personal and business accounts, term deposits, and other banking services.
  5. Ensure an exceptional member experience by providing support for other team members as needed.
  6. Engage in sales meetings and maintain accurate records of sales and service activities in the customer relationship management system.
  7. Support and engage in community initiatives.
Qualifications:
  1. Prior experience in banking, credit unions, or advisory sales with a strong desire to advance in the financial services sector.
  2. Exceptional communication, relationship-building, and negotiation abilities.
  3. A strong capacity and enthusiasm for learning, a collaborative team spirit, and a genuine desire to assist others.
  4. Proficient in computer skills.
Our Core Values:

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

Empower Others: We provide each other with the trust, space, and tools necessary for success.

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

Adapt and Execute with Intention: We plan flexibly, take decisive action, and adjust to achieve results.

Thrive as a Unified Team: Collaboration is our strength.

What We Offer:

Inclusive and Accessible Workplace: Every team member is valued, respected, and heard. We learn from our diverse perspectives, gaining strength from our differences.

Comprehensive Training and Support: We equip our employees for success with ongoing training and access to resources throughout their careers.

Opportunities for Advancement: We are dedicated to the growth and development of our employees and are eager to see them excel.

Enjoyable Work Environment: We care deeply about our members and employees, ensuring that your time with us is fulfilling, enjoyable, and sometimes lighthearted. We believe in working hard, playing hard, and supporting one another.

Competitive Compensation: We provide attractive pay, a personalized benefits program, and a generous defined contribution pension plan.

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

Our Commitment to Diversity, Equity, and Inclusion:

Diversity, equity, and inclusion are integral to our operations, and we are on a continuous journey to ensure every employee and member feels a sense of belonging.

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

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