Member Experience Specialist (On Site)

Prospera Credit Union • Chilliwack, BC

1d • Onsite

About The Position

Prospera Credit Union is a community-based, purpose-driven organization that offers its members a full range of financial products and services. As one of the largest credit unions in British Columbia, Prospera helps build vibrant, healthy communities, thriving local enterprises, and financially empowered people. Prospera serves 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 onboarding 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.

Requirements

• 1-3 years of experience working in a financial services environment with exposure to lending and investment products, identifying member needs, advising
• Licensed to sell mutual funds or the willingness to be licensed within 6 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)

Nice To Haves

• Experience or knowledge with mutual funds
• Business Administration or Marketing diploma or degree

Responsibilities

• 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

Benefits

• Total compensation package of base salary plus incentives that is market competitive and reviewed annually
• Flexible Work Program
• Flexible Benefits Program
• Defined Contribution Retirement Plan
• Vacation, Wellness and “Prosperian” Days
• Professional development
• A supportive, collaborative work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees