Job Description
Elevate community banking experiences with Prospera Financial as a Member Experience Specialist. You'll build relationships, support diverse member needs, and drive financial success through tailored solutions.
Prospera is seeking a Member Experience Specialist with 1-3 years in financial services or sales. This role focuses on acquiring new retail and business members while conducting Financial Health Checks to uncover their needs. You will recommend banking, lending, and investment solutions, contributing to a collaborative Advice Centre while managing member accounts.
Key Responsibilities: • Acquire and onboard new retail and business members • Conduct Financial Health Checks to identify needs • Recommend everyday banking and investment solutions • Build sales pipeline through referrals and follow-up • Support omni-channel interactions in collaborative settings
Requirements: • 1-3 years of experience in financial services or sales • Exposure to lending and...
Prospera is seeking a Member Experience Specialist with 1-3 years in financial services or sales. This role focuses on acquiring new retail and business members while conducting Financial Health Checks to uncover their needs. You will recommend banking, lending, and investment solutions, contributing to a collaborative Advice Centre while managing member accounts.
Key Responsibilities: • Acquire and onboard new retail and business members • Conduct Financial Health Checks to identify needs • Recommend everyday banking and investment solutions • Build sales pipeline through referrals and follow-up • Support omni-channel interactions in collaborative settings
Requirements: • 1-3 years of experience in financial services or sales • Exposure to lending and...
Ready to Apply?
Submit your application today and join our talented team at Prospera Credit Union.
Submit ApplicationJob Details
- Location new westminster, bc
- Job Type Full-time
- Category Other-General
- Posted Date June 04, 2026
- Application Deadline July 14, 2026