Financial Services Manager
2 weeks ago
Prospera Credit Union is seeking a Financial Services Manager to join our team
Built on more than 75 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services.
We are looking for a professional who enjoys 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 build rapport with customers.
- Seek opportunities to demonstrate value proposition and recommend appropriate products and services.
- Act as the ambassador for digital and self-service channels.
- Provide lending, investments, and cash-related expertise and support.
- Interview clients to identify needs and ensure products meet identified needs.
Requirements:
- 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.
About Prospera Credit Union:
We are a community-based, purpose-driven organization that offers a full range of financial products and services.
We are proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.
What We Offer:
- Inclusive, equitable and accessible workplace.
- Training and support.
- Career advancement opportunities.
- Fun and camaraderie.
- Competitive pay and benefits.
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