Financial Solutions Manager

3 weeks ago

Surrey, British Columbia, Canada Prospera Credit Union Full time

Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. With over 75 years of service in local communities, we are proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.

As a Financial Solutions Manager, you will be responsible for delivering excellent service and helping individuals achieve their financial goals. This is a hybrid role that encompasses lending while providing outstanding service to our members.

Key Responsibilities:

  • Maintain high service quality standards and incorporate the strategic selling process in customer interactions.
  • Seek opportunities to demonstrate value proposition, uncover needs, and recommend appropriate products, services, and solutions.
  • Act as the ambassador for digital and self-service channels, educating customers on the ease and convenience of digital and self-serve channels for daily banking transactions.
  • Provide lending, investments, and cash-related expertise and support.
  • Interview clients to identify needs and ensure products meet identified needs, demonstrating opportunities to generate sales leads.
  • Prepare documentation and approve loans within current limits, referring loans above limits or exceptions to branch management or corporate.
  • Ensure consistent follow-up on existing clients and provide ongoing advice and solutions.
  • Provide expertise in credit adjudication, with an emphasis on mortgage applications and renewals.

What You Bring:

  • 2 years' front-line, proven sales experience within an operations or financial services environment.
  • Effective credit underwriting capabilities.
  • Proven ability to uncover customer needs through establishing rapport and listening to the customer.
  • Effective selling, cross-selling and referral skills.
  • Excellent verbal and written communication and negotiation skills with the ability to interact with a variety of people.
  • Self-motivated, outgoing, confident, and sales-oriented.
  • Detailed knowledge of deposit-related products, personal lending and mortgages.
  • Proficient with technology, including banking and Customer Relationship Management systems and Microsoft Office programs.

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's in it for you?

  • Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard.
  • Training and Support: We set our employees up for success with training and continued support and access to resources throughout employment.
  • Career Advancement: We are committed to our employee's growth and development and we want to see you soar.
  • Fun & 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 we live, work and play in. We participate in many community minded activities throughout the year.
  • Great Place to Work: We are committed to employee engagement and have achieved the Great Place to Work certification 3 years in a row.

Our commitment to Diversity, Equity and Inclusion

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