Member Experience Specialist at Prospera

Drive financial success as a Member Experience Specialist at Prospera. Proactively engage with members to offer tailored solutions and improve their banking experience.
At Prospera, you’ll be integral in acquiring new retail and business members through engaging conversations. Conducting Financial Health Checks will allow you to uncover specific needs and opportunities to recommend personalized banking and investment solutions. You will manage small accounts and enhance referrals while working collaboratively with the Advice Centre to support members effectively.
Key Responsibilities:
• Acquire and onboard retail and business members through proactive outreach
• Conduct Financial Health Checks for identifying opportunities
• Recommend suitable banking and investment solutions
• Manage small accounts and develop a solid sales pipeline
• Support collaborative efforts in an omni-channel service environment
Requirements:
• 1–3 years of experience in sales or fina...