Enhance member satisfaction as a Member Experience Specialist at Prospera in Maple Ridge, BC. Engage with retail and business members to support their banking needs and financial growth.

In this role, you'll assist new members through onboarding while uncovering their financial needs. With 1-3 years of experience in financial services or sales, you'll deliver tailored banking, lending, and investment solutions. Your robust communication skills and financial curiosity will contribute to a thriving Advice Centre.

Key Responsibilities:
• Acquire new retail and business members proactively
• Conduct Financial Health Checks to identify needs
• Recommend everyday banking and investment solutions
• Manage small accounts and sales pipeline effectively
• Support diverse interactions across channels

Requirements:
• 1-3 years in financial services or sales
• Exposure to lending and investment products
• Mutual Funds license or willingness to obtain
• Strong communication and tech skills
• Grade 12; Business or Marketing education is an asset

Leverage your skills in financial services to create impactful member experiences at Prospera.
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📌 Member Experience Specialist in Maple Ridge (British Columbia)
🏢 Prospera
📍 British Columbia