Member Experience Specialist - Onboarding & Finance Advice

Prospera Credit Union; Vancouver; On-site; CAD 46,000 - 58,000; Full time

Benefits offered by this job

Flexible Benefits Program

Defined Contribution Retirement Plan

Vacation and Wellness time

Professional development

Job summary

Prospera Credit Union in Vancouver is seeking a motivated professional to acquire and onboard new retail and business members through proactive conversations, building trusted relationships from day one and guiding members through financial choices.

You will assess member needs, present everyday banking, lending, and investment solutions, manage a small accounts pipeline, and support front‑line and omni‑channel interactions. Monday–Friday availability is required.

Qualifications

• 1–3 years of experience in financial services or a sales environment.
• Exposure to lending and investment products and needs-based selling.
• Mutual Funds licensed or willingness to obtain within six months.
• Strong communication skills, financial curiosity, and comfort with technology.
• Grade 12 (or equivalent); post-secondary education in Business or Marketing is an asset.

Responsibilities

• Acquire and onboard new retail and business members through proactive conversations.
• Uncover members' needs and identify sales opportunities through Financial Health Checks.
• Recommend and deliver everyday banking, lending, and investment solutions.
• Manage small accounts and build a strong sales pipeline through referrals and follow‑up.
• Support front‑line and omni‑channel interactions while contributing to a collaborative Advice Centre.

Skills

Sales experience

Communication

Financial literacy

Tech-savvy

Education

Grade 12

Post-secondary in Business/Marketing (asset)

Tools

Mutual Funds license

Job description

Prospera Credit Union in Vancouver is seeking a motivated professional to acquire and onboard new retail and business members through proactive conversations, building trusted relationships from day one and guiding members through financial choices.

You will assess member needs, present everyday banking, lending, and investment solutions, manage a small accounts pipeline, and support front‑line and omni‑channel interactions. Monday–Friday availability is required.