Financial Services Specialist
4 weeks ago
Prospera Credit Union is a well-established financial institution with nearly 80 years of dedicated service to local communities. As one of the largest credit unions in British Columbia, we proudly manage approximately $9.3 billion in assets and serve around 120,000 members across 24 branches.
Role ResponsibilitiesIn this role, you will be responsible for:
- Managing small accounts and providing essential transactional support.
- Facilitating access to various lending and investment products, including unsecured loans, mortgage renewals, and term deposits.
- Building and nurturing member relationships through Financial Health Checks and effective referrals to specialists.
- Overseeing the opening of new business accounts and processing changes to signing officer requests.
- Supporting member access to lending products by producing small unsecured lending options and assisting with mortgage sign-ups.
The ideal candidate will possess:
- A diploma or degree in Business Administration or Marketing (preferred).
- A willingness to obtain mutual fund licensing within 12 months.
At Prospera Credit Union, we are dedicated to fostering vibrant communities and empowering individuals. We provide comprehensive training and ongoing support to ensure our employees thrive in their roles.
We offer competitive compensation, a personalized benefits program, and a generous pension plan. Our commitment to diversity, equity, and inclusion is integral to our mission, ensuring that every employee and member feels a sense of belonging.
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