Member Experience Specialist (On Site)

Prospera Credit Union • White Rock, BC

11h • CA$46,000 - CA$57,500 • Onsite

About The Position

Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals. With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands, providing a full range of financial products and services across British Columbia. To honour a transparent hiring process, we are sharing that we have identified a preferred candidate for this opportunity. However, we welcome expressions of interest from other employees who would like to learn more about the role or explore future opportunities. Informational interviews can be arranged upon request. Applications will be accepted until 4:00 pm on June 10, 2026.

Requirements

• 1–3 years of experience in financial services or a sales environment.
• Exposure to lending and investment products and needs‑based selling.
• Mutual Funds licensed or willingness to obtain within six months.
• Strong communication skills, financial curiosity, and comfort with technology.
• Grade 12 (or equivalent); post‑secondary education in Business or Marketing is an asset.

Responsibilities

• Acquire and onboard new retail and business members through proactive conversations.
• Uncover members' needs and identify sales opportunities through Financial Health Checks.
• Recommend and deliver everyday banking, lending, and investment solutions.
• Manage small accounts and build a strong sales pipeline through referrals and follow‑up.
• Support front‑line and omni‑channel interactions while contributing to a collaborative Advice Centre.

Benefits

• 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, Personal and Wellness time and two Vacation Bonus Days
• Professional development – come to grow your career and develop your skills.
• A supportive, collaborative work environment we’re proud to be a Great Place to Work certified organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED