Drive member satisfaction as a Financial Services Specialist at Prospera Credit Union in Coquitlam, BC. This role focuses on proactive relationship management and solution-based service.
As a Financial Services Specialist with Prospera Credit Union, you will be instrumental in offering personalized support to our members. Your expertise in understanding financial needs and providing appropriate banking solutions will enhance their experience and satisfaction. This community-based role aligns with our goal of fostering financial empowerment among our members.
Key Responsibilities:
• Greet and assist members with their inquiries
• Uncover member needs and recommend appropriate products
• Collaborate with team members and partners as needed
• Handle personal banking tasks and open current accounts
• Keep accurate records of member interactions
Requirements:
• Experience in banking, credit unions, or advisory roles
• Solid communication and relationship-building skills
• Eagerness to learn and contribute to team goals
• Proficient in relevant computer systems
• Commitment to exceptional member service
Be part of Prospera’s mission to empower communities through personalized financial services.
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