Member Experience Specialist at Prospera

Enhance member satisfaction with Prospera as a Member Experience Specialist. Engage proactively with retail and business clients to provide personalized banking and investment solutions.
At Prospera, we value meaningful local impact and have over 80 years of experience in financial services. This role emphasizes acquiring members and understanding their needs through Financial Health Checks. You will recommend relevant solutions, manage small accounts, and support collaborative front-line interactions within our Advice Centre.
Key Responsibilities:
• Acquire and onboard new retail and business members
• Conduct Financial Health Checks to identify needs
• Recommend everyday banking and investment solutions
• Manage accounts and develop a strong sales pipeline
• Support omni-channel interactions and collaboration
Requirements:
• 1–3 years in financial services or sales
• Familiarity with lending products and needs-based selling
• Mutual Funds license or w...