Become a Member Support Specialist at Prospera, dedicated to enhancing everyday banking experiences. This role involves onboarding and supporting members in the Cloverdale area throughout their financial journey.
This position requires a resident of the local community and offers an engaging chance to connect with members. Leverage your retail banking experience to facilitate impactful financial health assessments and recommend services. You'll work closely within a collaborative team at the Advice Centre while managing member accounts and providing essential support.
Key Responsibilities:
• Onboard new retail and business members effectively
• Conduct proactive Financial Health Checks for clients
• Recommend banking and investment products tailored to needs




• Build sales pipelines through member referrals
• Support omni-channel interactions in a team environment
Requirements:
• 1–3 years of experience in financial services or sales
• Experience with lending and investment products
• Must be Mutual Funds licensed or obtain soon
• Strong communication skills and tech proficiency
• Completed Grade 12; Business or Marketing education is advantageous
Bring your passion for member service to enhance financial experiences at Prospera.
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📌 Prospera Member Support Specialist (Surrey)
🏢 Prospera
📍 Surrey