Financial Solutions Manager

7 months ago

Surrey, Canada Prospera Credit Union Full time

TEAM LOCAL is hiring

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. Prospera is one of the largest credit unions in British Columbia, with approximately $7.5 billion in assets and 120,000 members. With 26 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. Learn more about us at prospera.ca.

Do you enjoy delivering excellent service and helping individuals achieve their financial goals? We are hiring a Financial Solutions Manager for our Member Service Centre . This is a hybrid role that encompasses lending while providing outstanding service to our members. It's also a fantastic opportunity to utilize your customer service skills, passion for teamwork, and commitment to delivering results

Make an impact. Apply today.

What you’ll do:

Maintain high service quality standards, incorporate the strategic selling process in customer interactions, build rapport with customers, and seek opportunities to deepen customer relationships. Seek opportunities to demonstrate value proposition, uncover needs, and recommend appropriate products, services, and solutions. Act as the ambassador for digital and self-service channels. Educate customers on the ease and convenience of digital and self-serve channels for daily banking transactions. Provide lending, investments, and cash-related expertise and support. Interview clients to identify needs and ensure products meet identified needs, demonstrate opportunities to generate sales leads. Refer customers to other lines of business experts as needed, collaborating to ensure a seamless and rewarding customer experience. Prepare documentation and approve loans within current limits; refer loans above limits or exceptions to branch management or corporate with rationale as to why the loan should be approved. Ensure consistent follow-up on existing clients and provide ongoing advice and solutions. Provide expertise in credit adjudication, with an emphasis on mortgage applications and renewals. Manage, analyze, compile, and organize application information for mortgage loans in accordance with policy and procedures to create a complete package for credit review.

What you bring:

2 years’ front-line, proven sales experience within an operations or financial services environment; must have exposure to retail lending or deposits. 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. Excellent verbal and written communication and negotiation skills with the ability to interact with a variety of people. Self-motivated, outgoing, confident, and sales-oriented. Detailed knowledge of deposit-related products, personal lending and mortgages. Proficient with technology, including banking and Customer Relationship Management systems and Microsoft Office programs.

Other organizations may call this role: Financial Advisor, Senior Financial Advisor, Client Advisor, or Account Manager 

Our Values

Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.

Empower and enable others: We give each other the space, trust, and tools to succeed.

Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.

Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.

Thrive as One Team: We collaborate because it strengthens us.

What’s in it for you?

Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.

Training and Support. We set our employees up for success with training and continued support and access to resources throughout employment.

Career Advancement We are committed to our employee’s growth and development and we want to see you soar.

Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

Show me the money We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.

Community Focused. We care about we live, work and play in. We participate in many community minded activities throughout the year.

Great Place to Work. We are committed to employee engagement and have achieved the Great Place to Work certification 3 years in a row.

Our commitment to Diversity, Equity and Inclusion

Diversity, equity and inclusion is part of everything we do, and we’re on a continuous journey to ensure every employee and members feels like they #BelongAtProspera .

If you require accommodation during any part of the recruitment process, please let us know. 

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