- 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
- 1-3 years of experience working in a financial services environment with exposure to lending and investment products, identifying member needs, advising
- Experience or knowledge with mutual funds (preferred)
- Licensed to sell mutual funds or the willingness to be licensed within 12 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)
- Business Administration or Marketing diploma or degree (an asset)
- Prospera offers a total compensation package of base salary plus incentives that is market competitive and reviewed annually. Our expected starting salary for this role is $45,200 to $56,500 based on the successful candidate's knowledge, experience and internal equity.
- 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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Customer Experience Specialist
2 weeks ago
Only for registered members Delta, BC, CanadaThis position is a Customer Experience Specialist at Eastlink. The role involves assisting customers with their inquiries and providing solutions to their problems. The job requires working in a retail environment and interacting with customers face-to-face. · Assist customers wi ...
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Patient Experience Support Specialist
1 week ago
Only for registered members Surrey, BCThis role matters. The way you speak, move, and respond directly impacts patient trust. · You will be a key driver of the patient experience, · including delivering a warm welcome to every patient · and handling phone calls with clarity, · kindness, · ...
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Member Experience Specialist
3 weeks ago
Only for registered members City of Langley $45,200 - $56,500 (CAD)As a Member Experience Specialist at Prospera Credit Union, 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 intro ...
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Customer Experience Specialist
4 weeks ago
Only for registered members Langley, British ColumbiaThis person will be responsible for promptly addressing customer inquiries: providing quotations, entering orders, · and answering questions/concerns in a timely and professional manner.Process and support customers' orders and inquiries related to their dedicated market · Answer ...
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Member Experience Specialist
3 weeks ago
Only for registered members Langley, BC VA GAs a Member Experience Specialist at Prospera Credit Union, you will play a vital role in developing member-first advisory relationships and onboarding new members. · ...
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Customer Experience Specialist
1 month ago
Only for registered members Langley, BC VM AThis person will be responsible for promptly addressing customer inquiries: providing quotations, entering orders, and answering questions/concerns in a timely and professional manner. This is an entry level position (2 years' minimum experience) that will be responsible for mana ...
- Only for registered members Vancouver, BC
++Air Canada est à la recherche de spécialistes – Expérience client qui se joindront à son équipe à l'aéroport de Vancouver. · +Disponibilité pour suivre et réussir une formation rémunérée d'une durée de cinq à sept semaines à temps plein. · ...
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Customer Experience Specialist
2 weeks ago
Only for registered members Delta Full time $40,000 - $50,000 (CAD)+This position is a Customer Experience Specialist role at Eastlink, where you will provide best-in-class solutions to customers and build trust and loyalty. You will work from our office in Delta, BC, with a supportive training program and opportunities for growth. · ...
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Customer Experience Specialist
1 month ago
Only for registered members DeltaWe take great pride in being a leader in delivering creative, competitive, customer focused telecommunications solutions, and connecting our customers to the things and people that matter most. · We embrace diversity, inclusion, equity and accessibility throughout all levels of t ...
- Only for registered members Surrey Part time $23.17 - $28.97 (CAD)
+ Job summary · As a Virtual Member Experience Specialist, you will provide outstanding customer service and taking the initiative to develop positive relationships while meeting the product and service needs of our members. · ...
- Only for registered members Surrey, BC VT X Part time
We are hiring for a Virtual Member Experience Specialist position at Prospera Credit Union. As an ambassador for the ultimate customer experience, you will provide outstanding customer service and develop positive relationships with members. · Greet customers and assist them over ...
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Customer Experience Specialist
4 weeks ago
Only for registered members Langley $24 - $25 (CAD)This person will be responsible for promptly addressing customer inquiries: providing quotations, entering orders and answering questions/concerns in a timely and professional manner. · ...
- Only for registered members Surrey, BC VT X
As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. · ...
- Only for registered members Surrey $51,750 - $57,500 (CAD)
We are hiring a Virtual Member Experience Specialist to provide outstanding customer service and develop positive relationships while meeting the product and service needs of our members. · Greet customers and assist customers over the phone, email and chat. · Establish rapport, ...
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Wellness Experience Specialist
4 weeks ago
Only for registered members Port Coquitlam, BC VB ABugü Wellness club offers hot and cold contrast therapy, ice baths, and sauna services to enhance muscle recovery and overall well-being. · ...
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Customer Experience Specialist
1 month ago
Only for registered members Delta, BCThis position provides best in class solutions to our current and potential customers. Our customers know that we listen to them and recommend the very best product and services for their individual needs. · ...
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Airside Experience Specialist
1 week ago
Only for registered members Richmond Full timeDelivering a seamless personalized and welcoming experience for every guest crew member and aircraft in our care. · Operate ground service equipment and perform aircraft ground services. · Engage guests with professionalism and a service-first mindset. · ...
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Guest Experience Specialist
1 week ago
Only for registered members Vancouver $22 - $32 (CAD)This role is responsible for maintaining the highest standards of the Guest Experience philosophy, · working with the Guest Experience Coordinator team to deliver our brand promise to guests and colleagues. ...
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Guest Experience Specialist
1 month ago
Only for registered members Richmond Full timeWe believe in doing good for our customers and for ourselves. Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad. · Own and manage dealership CSI performance ...
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Customer Experience Specialist
1 month ago
Only for registered members VancouverWe bridge the world through travel.No two days are the same at Agoda. Data and technology are at the heart of our culture, fueling our curiosity and innovation. · ...
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Customer Experience Specialist
1 month ago
Only for registered members Vancouver+ Deliver outstanding service to guests and partners via phone email chat+ Handle a high volume of inquiries and deliver accurate timely resolutions+ Take end-to-end ownership of booking issues e.g changes cancellations payments and other customer queries+ Work towards achieving ...
Member Experience Specialist - Surrey - Prospera Credit Union
Description
TEAM LOCAL is hiring
Prospera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.
What You'll Do
What You Bring
What We Offer
Please Note: The successful candidate will be required to complete a background check which include criminal, credit, and reference checks. If you require accommodation during any part of the recruitment process, please let us know.
Diversity, Equity & Inclusive Hiring Process
At Prospera, together, we build vibrant and healthy communities by leveraging our unique backgrounds, talents, and perspectives to create a workplace where everyone can thrive. Diversity, equity, and inclusion are at the heart of everything we do, and we are committed to a continuous journey to ensure every employee feels valued and empowered. We follow a fair and equitable hiring process to ensure all candidates are considered based on their skills, experience, and potential. When you join Prospera, you're not just taking a job—you're becoming part of a team that celebrates individuality and works collectively to make a positive impact.
At Prospera, we believe you belong here. We're committed to ensuring an accessible and obstacle-free hiring process. If you need accommodations at any stage, contact . All requests are handled with respect and confidentiality.
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Customer Experience Specialist
Only for registered members Delta, BC, Canada
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Patient Experience Support Specialist
Only for registered members Surrey, BC
-
Member Experience Specialist
Only for registered members City of Langley
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Customer Experience Specialist
Only for registered members Langley, British Columbia
-
Member Experience Specialist
Only for registered members Langley, BC VA G
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Customer Experience Specialist
Only for registered members Langley, BC VM A
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Spécialiste - Expérience client - Aéroport - recrutement proactif
Only for registered members Vancouver, BC
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Customer Experience Specialist
Full time Only for registered members Delta
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Customer Experience Specialist
Only for registered members Delta
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Virtual Member Experience Specialist, Member Service Centre
Part time Only for registered members Surrey
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Virtual Member Experience Specialist, Member Service Centre
Part time Only for registered members Surrey, BC VT X
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Customer Experience Specialist
Only for registered members Langley
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Virtual Member Experience Specialist, Member Service Centre
Only for registered members Surrey, BC VT X
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Virtual Member Experience Specialist, Member Service Centre
Only for registered members Surrey
-
Wellness Experience Specialist
Only for registered members Port Coquitlam, BC VB A
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Customer Experience Specialist
Only for registered members Delta, BC
-
Airside Experience Specialist
Full time Only for registered members Richmond
-
Guest Experience Specialist
Only for registered members Vancouver
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Guest Experience Specialist
Full time Only for registered members Richmond
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Customer Experience Specialist
Only for registered members Vancouver
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Customer Experience Specialist
Only for registered members Vancouver