Community Banking Advisor – On Site (Part-Time)

Prospera; Kelowna; In loco; CAD 40.000 - 50.000; Part-time

Vantaggi offerti da questo lavoro

Salary plus incentives

Flexible work program

Flexible benefits

Retirement plan

Vacation & wellness days

Professional development

Great place to work

Descrizione del lavoro

Prospera is seeking a Member Service Specialist to join our Kelowna branch on-site in a part-time capacity. You will greet customers, address inquiries, and strengthen member relationships while delivering exceptional service.

You will proactively identify needs, recommend solutions, and support other team members to ensure a seamless customer experience.

A resident of the local community is preferred, with previous banking or advisory sales experience and strong communication skills.

Competenze

• Previous banking, credit union or advisory sales experience with a strong interest in developing your financial services career.
• Excellent communication, relationship-building, and negotiation skills.
• Capacity and passion for learning, strong team orientation, and a keenness to help others.

Mansioni

• Greet customers, establish rapport, address service inquiries and customer concerns, and seek opportunities to deepen customer relationships.
• Proactively seek occasions to demonstrate our value proposition, uncover needs, and recommend appropriate solutions.
• Refer customers to other team members and business partners as needed, collaborating to ensure a seamless and rewarding customer experience.
• Handle member personal banking needs through discovery conversations and opening new products such as personal and business profiles, term deposits, and other banking products and services.
• Ensure an exceptional member experience by providing back-up support for other team members.
• Participate in sales meetings and maintain an accurate history of sales and service activity on the customer relationship management system.
• Support and participate in community initiatives.

Conoscenze

Banking/credit union sales

Excellent communication

Team-oriented

Computer systems literacy

Descrizione del lavoro

Prospera is seeking a Member Service Specialist to join our Kelowna branch on-site in a part-time capacity. You will greet customers, address inquiries, and strengthen member relationships while delivering exceptional service.

You will proactively identify needs, recommend solutions, and support other team members to ensure a seamless customer experience.

A resident of the local community is preferred, with previous banking or advisory sales experience and strong communication skills.