Prospera Credit Union

Customer Service Specialist (BB-A7A14)

Found in: Neuvoo CA


Job Details


There’s never been a more exciting time to join our team.

That’s because in January 2020, Prospera Credit Union and Westminster Savings completed the largest merger in Canadian credit union history. The merged credit union, called Prospera Credit Union, is Canada’s sixth largest, with more than $9 billion in assets under management, over 120,000 members, and full-service branch locations across the lower mainland and the Okanagan. We’re excited for the opportunities this merger brings to our members, employees, and communities. If this sounds like something you want to be a part of, apply today!

This is an outstanding opportunity to either start - or further develop - your career in Financial Services by joining Prospera as a Customer Service Specialist (CSS) at our Agassiz Branch. As a CSS you will be responsible for proactively developing positive service relationships with our members, as well as contribute to the branch team with administration support.

If you’re an organized, forward-thinking admin star with a high level of integrity, apply today for this opportunity!

What you’ll do:

Sales and Service Excellence

  • Quickly and promptly greets members and customers, establishes rapport and addresses initial product and service inquiries and customer concerns.
  • Maintains high service quality standards, consistently incorporates the strategic selling process in customer interactions, and seeks opportunities to deepen customer relationships.
  • Proactively seeks opportunities to demonstrate our value proposition, uncover needs and recommend appropriate products, services and solutions, closing the sale and/or referring to other experts or lines of business.
  • Develops daily and weekly activity plans to achieve individual goals.
  • Actively participates in sales meetings and maintains accurate history of sales and service activity on the customer relationship management (CRM) system.
  • Proactively contacts customers for a wide range of sales and service opportunities (e.g. renewals of terms, RRSPs and loan re-advances).
  • Supports and participates in community initiatives.
  • Refers customers to other line of business experts and external business partners as needed, collaborating to ensure a seamless and rewarding customer experience.
  • Operations and Administration

  • Handles transactions including, but not limited to, deposits, withdrawals, transfers, cheque cashing, and bill payments.
  • Opens personal and business profiles, demand accounts, term deposits, loans, ATM cards, and other banking products and services.
  • Performs initial loan interview with customers, completing the necessary checks and verification; reviews loan application with manager, recommending approval or decline; advises customer of result with supporting information and advice to the customer if appropriate.
  • Handles process for estates including initial interview, collecting required documentation and establishing requirements for disbursement of funds.
  • Performs administrative tasks including, but not limited to: ATM balancing and maintenance; processing ATM cards, night deposits, post-dated and pending items; maintaining ATM card supplies; balancing cash and negotiables; filing.
  • Performs cash desk duties including handling cash for foreign currencies, accepting cash orders, assisting with treasury and balancing and maintaining cash drawer.
  • Provide support within your branch district.
  • Assists with branch opening and closing processes and duties.
  • What you bring:

  • Experience in a frontline role within a financial services environment is preferred.
  • Exposure to retail lending would be an asset.
  • You have a 'can do' front line/customer service mindset, a strong interest in a career in financial services, a capacity and passion for learning, strong team orientation, excellent communication and relationship building skills, and a keenness to grow and help others.
  • You are a self-described ambassador for the ultimate customer experience, and you love to connect with customers and build lasting business relationships.
  • A demonstrable interest in community involvement is a must-have!
  • 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.

    Career Advancement! We are committed to our employee’s growth and development and we want to see you soar. There are several career pathing options this position leads to, let us be your springboard.

    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 a competitive salary, a personalized benefits program and a generous defined pension plan.

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

    Grow your dream with us! Be part of happening now at Prospera. If you are attracted to a community-based, purpose-driven organization, then join us today.

    This single opportunity is posted on both legacy organization websites. Please apply on one site.









    Licenses & Certifications

    calendar_today5 days ago


    location_on Agassiz, Canada

    work Prospera Credit Union

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