Member Service Specialist (On Site)

PROSPERA; Surrey; On-site; CAD 40,000 - 50,000; Full time

Benefits offered by this job

Flexible Work Program

Flexible Benefits Program

Defined Contribution Retirement Plan

Vacation, Wellness and Personal Days

Professional development

Great Place to Work certified

Job summary

Prospera Credit Union in Surrey is seeking a Member Service Specialist to uncover sales opportunities while delivering outstanding customer service to our members. You will proactively develop positive relationships and address diverse product and service needs.

The successful candidate must reside in the local community and live near the branch, with prior banking or credit union sales experience and strong communication skills.

Qualifications

• Previous banking, credit union or advisory sales experience.
• Excellent communication, relationship-building, and negotiation skills.
• Capacity and passion for learning, strong team orientation, and a keenness to help others.
• Skilled in computer systems and processes.

Responsibilities

• 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.

Skills

Communication skills

Relationship-building

Negotiation skills

Team-oriented

Customer service experience

Sales experience (banking/credit union

Job description

Built on nearly 80 years of service in local communities,ProsperaCredit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24 branches,Prosperais proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. It’s our vision to help build vibrant, healthy communities, thriving local enterprises and financially empowered people.

As a Member Service Specialist, you will uncover and support sales while delivering exceptional customer service and is responsible for proactively developing positive relationships and satisfying our members' product and service needs.

The successful candidate must be a resident of the local community and live within close proximity to the branch.

What you’ll do:

• 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.

What you bring:

• 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.
• Skilled in computer systems and processes.

What we offer:

• Prospera offers a total compensation package of base salary plus incentives that is market competitive and reviewed annually. Our expected starting salary for this role is $40,000 to $50,000 per annum based on the successful candidate’s knowledge, experience and internal equity.
• Flexible Work Program for some of our roles – ask us!
• Flexible Benefits Program – pick and choose what works best for you.
• Defined Contribution Retirement Plan – let’s start saving and keep your future in mind.
• Vacation, Wellness and Personal Days – paid time off to support your overall well-being.
• Professional development – come grow your career and develop your skills.
• A supportive, collaborative work environment- we’re proud to be a Great Place to Work certified organization.

Diversity, Equity & Inclusive Hiring Process:

At Prospera, together, we build vibrant and healthy communities by leveraging our unique backgrounds, talents, and perspectives to create a workplace where everyone can thrive. Diversity, equity, and inclusion are at the heart of everything we do, and we are committed to a continuous journey to ensure every employee feels valued and empowered. We follow a fair and equitable hiring process to ensure all candidates are considered based on their skills, experience, and potential. When you join Prospera, you’re not just taking a job—you’re becoming part of a team that celebrates individuality and works collectively to make a positive impact.

At Prospera, we believe you belong here. We’re committed to ensuring an accessible and obstacle-free hiring process. If you need accommodations at any stage, contact [e-mail]. All requests are handled with respect and confidentiality.

Please Note:

The successful candidate will be required to complete a background check which include criminal, credit, and reference checks.