Prospera is looking for a Member Experience Specialist at the Burquitlam Branch in Coquitlam, BC, to enhance member engagement and deliver customized financial advice. This is a pivotal role for member onboarding and support.
Ideal candidates will have 1-3 years of experience in a financial services or sales environment. You will play a key role in acquiring new members while assessing their needs through Financial Health Checks. Your ability to recommend banking and investment solutions will directly impact members' financial health.
Key Responsibilities: • Proactively onboard recent members through discussions • Conduct Financial Health Checks to discover member needs • Recommend appropriate banking and lending solutions • Build and manage a strong sales pipeline through referrals • Support interactions at the omni-channel Advice Centre
Requirements: • 1-3 years in financial services or sales • Experience with lending and investment products • Mutual Funds licensed or willingness to obtain • Strong communication and tech abilities • High school diploma; Business education preferred
Translate your passion for finance into meaningful member experiences at Prospera. #J-18808-Ljbffr