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Member Experience Specialist

2 months ago

Abbotsford, British Columbia, Canada Prospera Credit Union Full time

Unlock Your Potential with Prospera Credit Union

We are seeking a highly motivated and customer-focused 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 strong relationships with our members and providing exceptional service to help them achieve their financial goals.

About the Role:

  • Onboard and initiate relationships with new members, providing personalized advice and guidance to help them achieve their financial objectives.
  • Develop and advance member relationships through the utilization of Financial Health Checks, pipeline management, and effective referrals to the Relationship Manager and Line of Business Specialists.
  • Have primary responsibility for opening new business accounts and business change of signing officer requests.
  • Support member access to lending products by producing small unsecured lending products, completing broker mortgage sign-ups and mortgage renewals.
  • Support Member Service Specialists by completing front-line transactions as needed.
  • Provide omni-channel support for the Member Service Centre by supporting member calls as needed.

What You'll Bring:

  • Grade 12 (or equivalent)
  • 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, advising
  • Experience or knowledge with mutual funds (preferred)
  • 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:

We are committed to cultivating trusting relationships, empowering and enabling others, leading with curiosity, embracing change and executing with purpose, and thriving as one team. If you share our values and are passionate about delivering exceptional member experiences, we encourage you to apply.

What's in it for You:

We offer a competitive compensation package, a personalized benefits program, and a generous defined contribution pension plan. You'll also have access to ongoing training and development opportunities to help you grow and succeed in your career. Join our team and be part of a dynamic and inclusive work environment that values diversity, equity, and inclusion.