Found Description
Unlock your potential at Prospera Credit Union as a Financial Services Specialist. Create exceptional member experiences while fulfilling their financial needs in a collaborative atmosphere.
As part of Prospera Credit Union—one of BC's largest credit unions—you'll engage with members by addressing service inquiries and exploring financial solutions. This role emphasizes proactive relationship-building, teamwork, and community participation, all while ensuring members receive personalized guidance and support.
Key Responsibilities:
• Assist members with inquiries and deepen customer relationships
• Demonstrate value through identifying and meeting financial needs
• Collaborate with colleagues to ensure a positive member experience
• Manage personal banking needs and open new accounts
• Document sales and service activity accurately in CRM
Requirements:
• Previous experience in banking or advisory sales is beneficial
• Strong interpersonal and communication ...
As part of Prospera Credit Union—one of BC's largest credit unions—you'll engage with members by addressing service inquiries and exploring financial solutions. This role emphasizes proactive relationship-building, teamwork, and community participation, all while ensuring members receive personalized guidance and support.
Key Responsibilities:
• Assist members with inquiries and deepen customer relationships
• Demonstrate value through identifying and meeting financial needs
• Collaborate with colleagues to ensure a positive member experience
• Manage personal banking needs and open new accounts
• Document sales and service activity accurately in CRM
Requirements:
• Previous experience in banking or advisory sales is beneficial
• Strong interpersonal and communication ...
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