Elevate your career as a Member Experience Specialist with Prospera in Coquitlam, BC. Focus on onboarding members and providing tailored financial solutions in a supportive environment.
Prospera is seeking a motivated professional for its Burquitlam Branch. This role demands 1-3 years in financial services, along with strong communication and sales skills. Responsibilities include assessing clients' needs, onboarding new members, and delivering suitable banking and investment solutions through an omni-channel approach.
Key Responsibilities:
• Acquire new retail and business members proactively
• Identify sales opportunities through Financial Health Checks
• Recommend banking, lending, and investment products




• Build a solid sales pipeline via referrals and follow-ups
• Support front-line interactions in a collaborative Advice Centre
Requirements:
• 1-3 years in financial services or sales
• Familiarity with lending and investment products
• Mutual Funds licensed or willingness to obtain
• Robust communication and financial curiosity
• Grade 12; post-secondary education is an asset
Leverage your skills in financial services to make a meaningful impact while supporting Prospera’s members.
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📌 Member Experience Specialist at Prospera (Coquitlam)
🏢 Prospera Credit Union
📍 Coquitlam