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Member Experience Specialist
2 months ago
Unlock Your Potential as a Member Experience Specialist
Prospera Credit Union is seeking a highly motivated and customer-focused individual to join our team as a Member Experience Specialist. In this role, you will play a vital part in developing strong relationships with our members, understanding their financial needs, and providing tailored solutions to meet their goals.
Key Responsibilities:
- Onboard new members and initiate relationship conversations to understand their financial needs and goals.
- Develop and advance member relationships through regular check-ins, financial health checks, and effective referrals to our Relationship Managers and Line of Business Specialists.
- Manage primary advice center responsibilities for opening new business accounts and business change of signing officer requests.
- Support members in accessing lending products by producing small unsecured lending products, completing broker mortgage sign-ups, and mortgage renewals.
- Provide omni-channel support for our Member Service Centre by assisting with member calls and transactions as needed.
What We're Looking For:
- Grade 12 (or equivalent) with a 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.
- 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:
- 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. 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. We like to work hard, play hard, have fun, and be there for each other.
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.
