Transform member banking experiences with Prospera as a Hybrid Virtual Relationship Manager. Offer tailored financial guidance and manage inquiries while working in a supportive workplace.
In this role, you will leverage over three years of financial services experience to provide expert advice via virtual appointments. Your focus will be on lending solutions, investment opportunities, and personalized financial health checks. You will work in a hybrid model, supporting extended operational hours while ensuring customer satisfaction through effective communication and problem resolution.
Key Responsibilities:
• Provide comprehensive financial guidance and advice to members
• Manage inbound and outbound calls to assist members
• Facilitate virtual appointments,



ensuring member convenience
• Onboard current wealth members and process trades
• Prepare loan documents and approve within lending authority
Requirements:
• Minimum 3+ years in financial services
• Experience in contact center environments preferred
• Licensed to sell mutual funds or willingness to obtain
• Strong financial acumen and knowledge of services
• Excellent communication skills for complex situations
Elevate member experiences and provide financial insights while thriving in the hybrid setting at Prospera.
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📌 Hybrid Virtual Financial Advisor At Prospera Surrey
🏢 Prospera
📍 Surrey