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Member Experience Specialist

2 months ago

Surrey, British Columbia, Canada Prospera Credit Union Full time
About the Role

We are seeking a highly skilled Member Experience Specialist 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 members.

Key Responsibilities
  • Onboarding and Relationship Development: Onboard and initiate relationship conversations and introductions with our new retail and business members, developing and advancing member relationships through the utilization of Financial Health Checks, pipeline management, and effective referrals to the Relationship Manager and Line of Business Specialists.
  • Financial Product Support: Have primary advice center (AC) responsibility for opening new business accounts, and business change of signing officer requests, supporting our member access to lending products by producing small unsecured lending products, completing broker mortgage sign-ups and mortgage renewals.
  • Omni-Channel Support: Provide omni-channel support for the Member Service Centre by supporting member calls as needed, and completing front line transactions as required.
Requirements
  • Education: Grade 12 (or equivalent)
  • Experience: 1-3 years of experience working in a financial services environment with exposure to lending and investment products, identifying member needs, advising.
  • Licenses and Certifications: Licensed to sell mutual funds or the willingness to be licensed within 12 months.
  • Skills: Proven financial acumen and knowledge of financial products, services and retail lending, excellent verbal and written communication skills, detail oriented and organized, and the ability to manage priorities.
About Prospera Credit Union

Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. We are committed to helping our members, communities, and team thrive. Our values include cultivating trusting relationships, empowering and enabling others, leading with curiosity, embracing change and executing with purpose, and thriving as one team.

What We Offer
  • Total Compensation Package: A market-competitive total compensation package that includes base pay plus incentives.
  • 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.
  • Inclusive and Equitable Workplace: An inclusive, equitable, and accessible workplace where all team members are valued, respected, and heard.