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Kelowna

    Client Service Specialist, Community Services - Kelowna, BC, Canada - Prospera

    Prospera
    Prospera Kelowna, BC, Canada

    1 week ago

    Default job background
    Part time
    Description
    Member Service Specialist (On Site + Part Time)
    Part-Time
    62 CAD to $27.64 CAD
    TEAM LOCAL is hiring

    Built on more than 75 years of service in local communities,ProsperaCredit 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 $7.5 billion in assets and 120,000 members.

    With 26 branches,Prosperais proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. It's our vision to helpbuild vibrant, healthy communities, thriving local enterprises and financially empowered people.

    Do you love building relationships with customers and want to help empower their financial decisions? We are looking for a part-time Member Service Specialist on a 12-month fixed term to join our Kelowna Mission Park Branch .

    The Member Service Specialist (MSS) supports the beginning of our members' financial journey, and is responsible for uncovering member needs, supporting sales results, delivering exceptional service, developing proactive member relationships, and satisfying member product and service needs.

    Greet customers, establish rapport, address service inquiries and customer concerns, and seek opportunities to deepen customer relationships
    Handle personal banking needs through discovery conversations
    Opening new products such as personal and business profiles, term deposits, and other banking products and services
    Provide back-up support for other team members as needed
    Participate in sales meetings and maintain an accurate history of sales and service activity on the customer relationship management (CRM) system
    Support and participate in community initiatives
    Previous banking, credit union or advisory sales experience with a strong interest in developing your financial services career
    Excellent communication, relationship-building, and negotiation skills
    Capacity and passion for learning, strong team orientation, and a keenness to help others
    We are local at heart, aligned in our purpose to help our members, communities, and team thrive.
    Training and support. We set our employees up for success with training and continued support and access to resources throughout employment.
    We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
    Community focused. We care about giving back to the communities we live, work and play in. We participate in many community minded activities throughout the year.
    Our commitment to Diversity, Equity and Inclusion.

    Diversity, equity and inclusion is part of everything we do, and we're on a continuous journey to ensure every employee and members feels like they #BelongAtProspera .

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