Member Service Specialist

2 weeks ago

Agassiz, Canada Prospera Credit Union Full time

**TEAM LOCAL is hiring**

Built on nearly 80 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. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24 branches, Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. It’s our vision to help build vibrant, healthy communities, thriving local enterprises and financially empowered people.

As a Member Service Specialist, you will uncover and support sales while delivering exceptional customer service and is responsible for proactively developing positive relationships and satisfying our members' product and service needs.

**What you’ll do**:

- Greet customers, establish rapport, address service inquiries and customer concerns, and seek opportunities to deepen customer relationships.
- Proactively seek occasions to demonstrate our value proposition, uncover needs, and recommend appropriate solutions.
- Refer customers to other team members and business partners as needed, collaborating to ensure a seamless and rewarding customer experience.
- Handle member personal banking needs through discovery conversations and opening new products such as personal and business profiles, term deposits, and other banking products and services.
- Ensure an exceptional member experience by providing back-up support for other team members.
- Participate in sales meetings and maintain an accurate history of sales and service activity on the customer relationship management system.
- Support and participate in community initiatives.

**What you bring**:

- Previous banking, credit union or advisory sales experience with a strong interest in developing your financial services career.
- Excellent communication, relationship-building, and negotiation skills.
- Capacity and passion for learning, strong team orientation, and a keenness to help others.
- Skilled in computer systems and processes.

**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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