Member Experience Specialist (On Site)
at Prospera Credit Union
Coquitlam, BC, Canada -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 08 Feb, 2025 | USD 44400 Annual | 12 Nov, 2024 | 1 year(s) or above | Good communication skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
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 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.
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
REQUIREMENT SUMMARY
Min:1.0Max:3.0 year(s)
Financial Services
Banking / Insurance
Accounts Management
Diploma
Business Administration, Administration, Business, Marketing
Proficient
1
Coquitlam, BC, Canada
