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 recent 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 new 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.
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📌 Coquitlam Member Experience Specialist Needed
🏢 Prospera
📍 Coquitlam