Member Experience Specialist

2 days ago

Abbotsford, British Columbia, Canada Prospera Credit Union Full time

About Prospera Credit Union

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 are proud to serve communities throughout the Lower Mainland, Fraser Valley, and Okanagan.

Job Summary

We are seeking a Member Experience Specialist to join our team. As a Member Experience Specialist, you will play a vital role in developing member-first advisory relationships. You will be responsible for on-boarding new members, uncovering member needs, and introducing our solutions to them.

Key Responsibilities

  • Onboard and initiate relationship conversations and introductions with new members
  • 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 advice center 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 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 member 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 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.

What's in it for you?

We offer an inclusive, equitable, and accessible workplace, training and support, career advancement opportunities, a fun and camaraderie work environment, competitive pay, a personalized benefits program, and a generous defined contribution pension plan.

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