Client Relationship Specialist

2 months ago

Surrey, British Columbia, Canada Prospera Credit Union Full time

Job Summary

We 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 Responsibilities

  • Onboard and initiate relationship conversations and introductions with our new retail and business clients
  • Develop and advance client relationships through the utilization of financial health checks, pipeline management, and effective referrals to the relationship manager and line of business specialists
  • Have primary advice center responsibility for opening new business accounts and business change of signing officer requests
  • Support our clients' access to lending products by producing small unsecured lending products, completing broker mortgage sign-ups and mortgage renewals
  • Support our member service specialists by completing front-line transactions as needed
  • Provide omni-channel support for the member service center by supporting member calls as needed

Requirements

  • 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 client needs, and 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 client situations
  • Excellent verbal and written communication skills
  • Detail-oriented and organized and the ability to manage priorities
  • Proficient with technology and systems

Our Values

  • Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.
  • Empower and enable others: We give each other the space, trust, and tools to succeed.
  • Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.
  • Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.
  • Thrive as One Team: We collaborate because it strengthens us.

What We Offer

  • Inclusive, equitable, and accessible workplace: All team members are valued, respected, and heard. We learn from each other's differences, gaining strength through our people and our perspectives.
  • Training and support: We set our employees up for success with training and continued support and access to resources throughout employment.
  • Career advancement: We're committed to our employees' growth and development and we want to see you soar.
  • Fun and camaraderie: We care deeply about our members and our employees, and we want the hours you spend with us to be fun, rewarding, and sometimes lighthearted.
  • Show me the money: We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
  • Community focused: We care about where we live, work, and play. We participate in many community-minded activities throughout the year.
  • Our commitment to Diversity, Equity, and Inclusion: Diversity, equity, and inclusion is part of everything we do, and we're on a continuous journey to ensure every employee and member feels like they #BelongAtProspera.

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