Member Relations Specialist In Coquitlam

Member Relations Specialist In Coquitlam

26 Sep
|
Prospera Credit Union
|
Coquitlam

26 Sep

Prospera Credit Union

Coquitlam

Become a Member Relations Specialist at Prospera in Coquitlam, BC, and enhance your sales and service skills. This role emphasizes onboarding and delivering financial solutions to members.As part of the Burquitlam Branch team, you will have 1-3 years of experience in financial services or sales. Your responsibilities will include identifying member needs and managing small accounts to build a successful sales pipeline while working within a supportive workplace.Key Responsibilities:Acquire new members through proactive engagementAssess member needs during Financial Health ChecksDeliver tailored banking, lending, and investment adviceBuild referrals to strengthen sales pipelineSupport omni-channel service interactionsRequirements:1-3 years in a financial service role or sales environmentExposure to lending/investment productsMutually Funds licensed or readiness to obtainExcellent communication skills and financial interestHigh school diploma; relevant post-secondaryeducation preferredFoster meaningful connections and provide excellent member experiences at Prospera.

📌 Member Relations Specialist In Coquitlam
🏢 Prospera Credit Union
📍 Coquitlam

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