Current jobs related to Client Relationship Associate - Surrey, British Columbia - Prospera Credit Union
-
Client Relationship Manager
1 week ago
Surrey, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Client Advisor to join our team at the Royal Bank of Canada. As a Client Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized advice...
-
Client Relationship Specialist
2 months ago
Surrey, British Columbia, Canada Prospera Credit Union Full timeJob SummaryWe are seeking a highly skilled Member Experience Professional 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 clients.Key ResponsibilitiesOnboard and initiate relationship conversations and introductions...
-
Client Relationship Specialist
2 months ago
Surrey, British Columbia, Canada Prospera Credit Union Full timeJob SummaryWe are seeking a highly skilled Member Experience Professional 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 clients.Key ResponsibilitiesOnboard and initiate relationship conversations and introductions...
-
Relationship Management Associate
2 weeks ago
Surrey, British Columbia, Canada beBee Professionals Full timeWe are looking for a Customer Service Liaison to join our team at beBee Professionals in Surrey. The successful candidate will be responsible for providing exceptional customer service to our clients, managing client relationships, and ensuring that all client inquiries are handled in a timely and professional manner.The ideal candidate should have a minimum...
-
Associate - Client Service Representative
4 weeks ago
Surrey, British Columbia, Canada RBC Dominion Securities Inc. Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our team at RBC Dominion Securities Inc. as a Client Service Representative. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client accounts and identify...
-
Associate - Client Service Representative
4 weeks ago
Surrey, British Columbia, Canada RBC Dominion Securities Inc. Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our team at RBC Dominion Securities Inc. as a Client Service Representative. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client accounts and identify...
-
Relationship Manager
4 weeks ago
Surrey, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full timeJob DescriptionJob SummaryThe Relationship Manager is a key role within our Commercial Banking team, responsible for building and maintaining strong relationships with our clients to drive business growth and deliver exceptional customer experiences.Key ResponsibilitiesDevelop and execute sales strategies to attract and retain new customers, while deepening...
-
Relationship Manager
4 weeks ago
Surrey, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full timeJob DescriptionJob SummaryThe Relationship Manager is a key role within our Commercial Banking team, responsible for building and maintaining strong relationships with our clients to drive business growth and deliver exceptional customer experiences.Key ResponsibilitiesDevelop and execute sales strategies to attract and retain new customers, while deepening...
-
Relationship Manager
4 weeks ago
Surrey, British Columbia, Canada beBee Professionals Full timeClient Relations CoordinatorWe are seeking a highly skilled Client Relations Coordinator to provide exceptional customer service to our clients and manage client relationships.Key Responsibilities:Provide timely and professional responses to client inquiriesManage client relationships to ensure high levels of satisfactionCollaborate with internal teams to...
-
Relationship Manager
4 weeks ago
Surrey, British Columbia, Canada beBee Professionals Full timeClient Relations CoordinatorWe are seeking a highly skilled Client Relations Coordinator to provide exceptional customer service to our clients and manage client relationships.Key Responsibilities:Provide timely and professional responses to client inquiriesManage client relationships to ensure high levels of satisfactionCollaborate with internal teams to...
-
Banking Center Relationship Banker
1 month ago
Surrey, British Columbia, Canada Webster Bank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker II to join our Banking Center team at Webster Bank. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales and growth initiatives.Key ResponsibilitiesRespond to customer...
-
Banking Center Relationship Banker
1 month ago
Surrey, British Columbia, Canada Webster Bank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker II to join our Banking Center team at Webster Bank. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales and growth initiatives.Key ResponsibilitiesRespond to customer...
-
Banking Center Relationship Banker 2
3 weeks ago
Surrey, British Columbia, Canada Webster Bank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker II to join our Banking Center team. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales growth.Key ResponsibilitiesRespond to customer inquiries and resolve issues in...
-
Banking Center Relationship Banker 2
3 weeks ago
Surrey, British Columbia, Canada Webster Bank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker II to join our Banking Center team. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales growth.Key ResponsibilitiesRespond to customer inquiries and resolve issues in...
-
Client Relations Associate, Member Support Center
3 months ago
Surrey, British Columbia, Canada Prospera Credit Union Full timeJoin 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-oriented, purpose-driven institution offering a comprehensive suite of financial products and services. As one of the leading credit unions in British Columbia, we manage approximately $9.3 billion...
-
Surrey, British Columbia, Canada Prospera Credit Union Full timeJoin 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-oriented, purpose-driven institution offering a comprehensive suite of financial products and services. As one of the leading credit unions in British Columbia, we manage approximately $9.3 billion...
-
Banking Center Relationship Banker 2
2 weeks ago
Surrey, British Columbia, Canada Webster Bank Full timeRole SummaryAt Webster Bank, we're passionate about serving our clients and supporting our communities. As a Relationship Banker II, you'll play a key role in providing exceptional customer service and driving sales growth in our Banking Centers.Key ResponsibilitiesRespond to customer inquiries and resolve issues in a timely and accurate manner.Evaluate...
-
Energy Solutions Manager
2 months ago
Surrey, British Columbia, Canada FortisBC Full timeAbout the RoleWe are seeking a highly skilled Energy Solutions Manager to join our team at FortisBC. As a key member of our sales and business development team, you will be responsible for identifying, preserving, and growing our market share through proactive sales and relationship management with key stakeholders.Key ResponsibilitiesDevelop and Maintain...
-
Energy Solutions Manager
2 months ago
Surrey, British Columbia, Canada FortisBC Full timeAbout the RoleWe are seeking a highly skilled Energy Solutions Manager to join our team at FortisBC. As a key member of our sales and business development team, you will be responsible for identifying, preserving, and growing our market share through proactive sales and relationship management with key stakeholders.Key ResponsibilitiesDevelop and Maintain...
-
Banking Center Relationship Banker 2
2 months ago
Surrey, British Columbia, Canada Webster Bank Full timeAbout Webster BankWebster Bank is a leading commercial bank that has been serving its clients and communities since 1935. Our focus is on putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals.Our ValuesAt Webster Bank, we operate with a set of core values that set us apart as a bank and as an...
Client Relationship Associate
3 months ago
Join the Prospera Credit Union Team
With a legacy of nearly 80 years dedicated to serving local communities, Prospera Credit Union stands as a community-oriented, purpose-driven organization 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 cater to 120,000 members across 24 branches. Our mission is to foster vibrant, healthy communities, support thriving local businesses, and empower individuals financially.
Are you passionate about nurturing customer relationships and guiding them in their financial journeys?
We are looking for a part-time Customer Engagement Specialist to enhance our team. The Customer Engagement Specialist (CES) plays a crucial role in identifying and supporting sales opportunities while delivering outstanding customer service. This position is responsible for proactively cultivating positive relationships and addressing our members' product and service requirements.
Make a difference in the community. Consider joining us.
Key Responsibilities:
Welcome customers warmly, build rapport, address service inquiries and concerns, and identify opportunities to strengthen customer relationships. Actively seek opportunities to showcase our value proposition, identify needs, and suggest suitable solutions. Connect customers with other team members and business partners as necessary, ensuring a smooth and rewarding customer experience. Assist members with personal banking needs through engaging conversations and facilitate the opening of new accounts, including personal and business profiles, term deposits, and various banking products and services. Guarantee an exceptional member 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 and support community initiatives.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 strong willingness to learn, a collaborative team spirit, and a genuine desire to assist others. 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 members.
Empower and support one another: We provide the space, trust, and resources necessary for success.
Approach with curiosity: We tackle all situations with an inquisitive mindset and a commitment to continuous improvement.
Embrace change and act with intention: We plan flexibly, take decisive action, and adapt to achieve results.
Thrive as a unified team: We collaborate, recognizing that it strengthens our collective efforts.
What We Offer:
An Inclusive Workplace: Every team member is valued, respected, and heard. We embrace our differences, drawing strength from our diverse perspectives.
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 our employees' growth and development, and we encourage you to reach your full potential.
A Fun and Supportive Environment: We genuinely care about our members and employees, striving to make your time with us enjoyable, fulfilling, 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 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 continuously striving to ensure that every employee and member feels a sense of belonging.
If you require accommodation during any part of the recruitment process, please inform us.
