Agent | KZO22

Agent | KZO22

26 Aug
Westminster Savings
New Westminster

26 Aug

Westminster Savings

New Westminster

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!

We are currently seeking an Agent for our Member Service Centre (MSC).

Our Agents are responsible for providing superior service delivery on the telephone, presenting a positive pleasant public image, providing fast, efficient service, identifying member needs and offering appropriate products and services.

What you’ll do:

Service Delivery

- Respond to inquiries and provide assistance and information on a full range of credit union products and services, including lines of credit, loans, term deposits, etc.

- Fill customer initial request for service and uncover existing or future needs through service review or proactive interactions.

- Provide account information to customers including balances, updates, cheque orders, statements, etc.

- Resolve routine concerns with customer accounts.

- Complete and forward follow-up documentation to appropriate branch/department.

- Complete service requests through opening of personal or business accounts, setting up new term deposits, retirement savings plans, education savings plans, travelers’ cheques, etc.

- Provide the appropriate tools and services to enable the customer to operate their account i.e. ATM cards, telephone banking, internet banking, night deposit, direct deposits, etc.

- Overcome objections and offer solutions.

- Advise customers on products and services to meet their needs.

- Problem solve customer concerns and complaints.

- Refer customers to other departments or branch locations, as needed.

- Handle referrals from other branches/departments.


- Achieve annual sales and service goals.

- Conduct outbound telemarketing sales efforts as directed.

- Participate in all sales meetings.

- Develop daily and weekly plans and follow up on them.

- Contact customers on product renewals, i.e. terms, retirement savings plans and loan re-advances.

- Proactively take part in campaigns, specific marketing initiatives or promotions.

Lines of Credit/Loans

- Complete an initial loan interview with the customer, establish the purpose of the loan and request any required documentation (T4, home assessment, investment statements, etc.).

- Perform credit checks, employment verifications, net worth statements, debt servicing and makes recommendation for approval or decline of the loan to management, as required.

- Communicate loan decision to customer along with the rationale.

- Advise customer when loan is granted and make arrangements for signing documents and disbursing of funds.


- Adhere to Centre security policies and procedures.

- Keep up to date with updates to security processes.

Administrative Functions

- Handle postdated and pending items.

- Ensure effective use of wrap time to complete paperwork.

What you bring:


- Minimum 1 year experience within a financial services environment with exposure to retail lending or deposits or 1 year call centre experience.


- Proven sales and service ability.

- Good interpersonal and communication skills with the ability to interact with a wide variety of people.

- Good command of verbal and written language.

- Proven skills servicing and selling on the telephone.

- Strong ability to multi-task in a technology-driven environment.

- Good organization and time management skills as related to this position.

- Detailed knowledge of deposit related products personal lending and lines of credit.

- Working knowledge and comfort level with various computer software programs i.e. Word and Excel.

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.

The original job offer can be found in Kit Job:

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