Member Experience Specialist

2 weeks ago

Surrey, Canada Prospera Credit Union Full time

**TEAM LOCAL is hiring**

Prospera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.

As a Member Experience Specialist, you will play a vital role in developing member-first advisory relationships. You will be responsible for on-boarding traditionally sourced and omni-channel retail and business members, uncovering member needs, and introducing our solutions to them. This is a mutual funds sales development role; you will be managing small accounts and providing general transactional support. You will also be involved in providing access to day-to-day, lending and investing products and services including unsecured lending, mortgage renewals, broker mortgage onboarding, term deposits, and Visa products.

This role will remain posted until Tuesday January 28, 2025.

**What you'll do**:

- Onboard and initiate relationship conversations and introductions with our new retail and business members
- 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 advice center (AC) responsibility for opening new business accounts, and business change of signing officer requests
- Support our member access to lending products by producing small unsecured lending products, completing broker mortgage sign-ups and mortgage renewals
- Support our 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 bring**:

- 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 and the ability to manage priorities
- Proficient with technology and systems
- Grade 12 (or equivalent)
- Business Administration or Marketing diploma or degree (an asset)

**What We Offer**:

- Flexible Work Program for some of our roles - ask us
- Flexible Benefits Program - pick and choose what works best for you.
- Defined Contribution Retirement Plan - let’s start saving and keep your future in mind.
- Vacation, Wellness and “Prosperian” Days - paid time off to support your overall well-being.
- Professional development - come grow your career and develop your skills.
- A supportive, collaborative work environment
- we’re proud to be a Great Place to Work certified organization**.

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