Financial Services Manager

2 weeks ago


Surrey, British Columbia, Canada Prospera Credit Union Full time

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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