Member Experience Specialist

4 days ago

Abbotsford, British Columbia, Canada Prospera Credit Union Full time

Unlock Your Potential with Prospera Credit Union

We are seeking a highly motivated and customer-focused Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing strong relationships with our members and providing exceptional service to help them achieve their financial goals.

About the Role:

  • Onboard and initiate relationships with new members, providing personalized advice and guidance to help them achieve their financial objectives.
  • Develop and advance member relationships through the utilization of Financial Health Checks, pipeline management, and effective referrals to the Relationship Manager and Line of Business Specialists.
  • Have primary responsibility for opening new business accounts and business change of signing officer requests.
  • Support member access to lending products by producing small unsecured lending products, completing broker mortgage sign-ups and mortgage renewals.
  • Support Member Service Specialists by completing front-line transactions as needed.
  • Provide omni-channel support for the Member Service Centre by supporting member calls as needed.

What You'll Bring:

  • Grade 12 (or equivalent)
  • Business Administration or Marketing diploma or degree (an asset)
  • 1-3 years of experience working in a financial services environment with exposure to lending and investment products, identifying member needs, advising
  • Experience or knowledge with mutual funds (preferred)
  • Licensed to sell mutual funds or the willingness to be licensed within 12 months
  • Previous experience working in a professional sales environment
  • Proven financial acumen and knowledge of financial products, services, and retail lending
  • Demonstrated ability to confidently provide advice in a variety of member situations
  • Excellent verbal and written communication skills
  • Detail-oriented and organized, with the ability to manage priorities
  • Proficient with technology and systems

Our Values:

We are committed to cultivating trusting relationships, empowering and enabling others, leading with curiosity, embracing change and executing with purpose, and thriving as one team. If you share our values and are passionate about delivering exceptional member experiences, we encourage you to apply.

What's in it for You:

We offer a competitive compensation package, a personalized benefits program, and a generous defined contribution pension plan. You'll also have access to ongoing training and development opportunities to help you grow and succeed in your career. Join our team and be part of a dynamic and inclusive work environment that values diversity, equity, and inclusion.

  • Member Experience Specialist

    3 weeks ago

    Abbotsford, British Columbia, Canada Prospera Credit Union Full time

    Member Experience Specialist Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. With nearly 80 years of service in local communities, we're proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. As a Member Experience Specialist, you will play a...

  • Member Experience Specialist

    2 weeks ago

    Abbotsford, British Columbia, Canada Prospera Credit Union Full time

    Unlock Your Potential with Prospera Credit UnionWe are seeking a highly motivated and customer-focused Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing strong relationships with our members and providing exceptional service to help them achieve their financial...

  • Member Experience Specialist

    2 weeks ago

    Abbotsford, British Columbia, Canada Prospera Credit Union Full time

    Unlock Your Potential with Prospera Credit UnionWe are seeking a highly motivated and customer-focused Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing strong relationships with our members and providing exceptional service to help them achieve their financial...

  • Member Experience Specialist

    2 weeks ago

    Abbotsford, British Columbia, Canada Prospera Credit Union Full time

    About Prospera Credit UnionProspera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. With nearly 80 years of service in local communities, we are proud to serve communities throughout the Lower Mainland, Fraser Valley, and Okanagan.Job SummaryWe are seeking a Member Experience...

  • Member Experience Specialist

    2 weeks ago

    Abbotsford, British Columbia, Canada Prospera Credit Union Full time

    About Prospera Credit UnionProspera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. With nearly 80 years of service in local communities, we are proud to serve communities throughout the Lower Mainland, Fraser Valley, and Okanagan.Job SummaryWe are seeking a Member Experience...

  • Member Experience Specialist

    2 weeks ago

    Abbotsford, British Columbia, Canada Prospera Credit Union Full time

    About the RoleWe are seeking a highly skilled Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboard and initiate relationship conversations with new retail and...

  • Member Experience Specialist

    2 weeks ago

    Abbotsford, British Columbia, Canada Prospera Credit Union Full time

    About the RoleWe are seeking a highly skilled Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboard and initiate relationship conversations with new retail and...

  • Member Experience Specialist

    3 weeks ago

    Abbotsford, British Columbia, Canada Prospera Credit Union Full time

    About the RoleWe are seeking a highly skilled and motivated Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboard and initiate relationship conversations with...

  • Member Experience Specialist

    3 weeks ago

    Abbotsford, British Columbia, Canada Prospera Credit Union Full time

    About the RoleWe are seeking a highly skilled and motivated Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboard and initiate relationship conversations with...

  • Customer Experience Specialist

    4 weeks ago

    Abbotsford, British Columbia, Canada Prospera Credit Union Full time

    Prospera Credit Union is seeking a Customer Experience Specialist to enhance the financial well-being of our members. As a key member of our team, you will play a vital role in developing relationships with new customers, managing accounts, and providing expert financial guidance and support.Key Responsibilities:Onboard new retail and business...

  • Customer Experience Specialist

    3 weeks ago

    Abbotsford, British Columbia, Canada Groupe TVA Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Retail Specialist at our Seven Oaks shopping centre. As a Retail Specialist, you will be responsible for turning store visitors into committed Freedom Mobile customers through building genuine connections and providing exceptional customer service.Key...

  • Customer Experience Specialist

    3 weeks ago

    Abbotsford, British Columbia, Canada Groupe TVA Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Retail Specialist at our Seven Oaks shopping centre. As a Retail Specialist, you will be responsible for turning store visitors into committed Freedom Mobile customers through building genuine connections and providing exceptional customer service.Key...

  • Financial Advisor

    3 weeks ago

    Abbotsford, British Columbia, Canada Prospera Credit Union Full time

    About the RoleWe are seeking a highly skilled and motivated Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboard and initiate relationship conversations with...

  • Financial Advisor

    3 weeks ago

    Abbotsford, British Columbia, Canada Prospera Credit Union Full time

    About the RoleWe are seeking a highly skilled and motivated Member Experience Specialist to join our team at Prospera Credit Union. As a key member of our team, you will play a vital role in developing member-first advisory relationships and providing exceptional service to our members.Key ResponsibilitiesOnboard and initiate relationship conversations with...

  • Kitchen Team Member

    3 weeks ago

    Abbotsford, British Columbia, Canada Gians Restaurant Ltd. DBA Gians Indian Cuisine Full time

    Gians Restaurant Ltd. DBA Gians Indian Cuisine is seeking a skilled Culinary Specialist to join our team. As a key member of our kitchen staff, you will be responsible for preparing and cooking complete meals or individual dishes and foods to the highest standards of quality and presentation.Key Responsibilities:Food Preparation: Prepare and cook complete...

  • Customer Experience Specialist

    3 weeks ago

    Abbotsford, British Columbia, Canada Reitmans Full time

    About UsAt Reitmans, we're passionate about creating a shopping experience that's all about you. Our mission is to empower our customers to feel confident and stylish, without sacrificing their individuality or personality.Job SummaryWe're seeking a talented Fashion Sales Associate to join our team. As a key member of our sales floor, you'll be responsible...

  • Customer Experience Specialist

    3 weeks ago

    Abbotsford, British Columbia, Canada Reitmans Full time

    About UsAt Reitmans, we're passionate about creating a shopping experience that's all about you. Our mission is to empower our customers to feel confident and stylish, without sacrificing their individuality or personality.Job SummaryWe're seeking a talented Fashion Sales Associate to join our team. As a key member of our sales floor, you'll be responsible...

  • Carpentry Specialist

    2 weeks ago

    Abbotsford, British Columbia, Canada P.H.H. Construction Ltd. Full time

    About the RoleP.H.H. Construction Ltd. is seeking a skilled Carpentry Specialist to join our team. As a key member of our construction team, you will be responsible for ensuring the highest quality of workmanship in carpentry and related tasks.Key ResponsibilitiesSite Preparation: Prepare layouts in conformance to building codes, using measuring tools to...

  • Carpentry Specialist

    2 weeks ago

    Abbotsford, British Columbia, Canada P.H.H. Construction Ltd. Full time

    About the RoleP.H.H. Construction Ltd. is seeking a skilled Carpentry Specialist to join our team. As a key member of our construction team, you will be responsible for ensuring the highest quality of workmanship in carpentry and related tasks.Key ResponsibilitiesSite Preparation: Prepare layouts in conformance to building codes, using measuring tools to...

  • Bakery Specialist

    3 days ago

    Abbotsford, British Columbia, Canada Balkana European Bakery Full time

    Bakery Specialist Job DescriptionWe are seeking a skilled Bakery Specialist to join our team at Balkana European Bakery. As a key member of our production team, you will be responsible for preparing and baking a variety of bread, pastries, and cakes to meet the high standards of our customers.Key Responsibilities:Preparation and Baking: Prepare dough for...