Customer Service Advisor - Sales and Services Advisor

TEAM LOCAL is hiring
Built on nearly 80 years of service in local communities, Prospera Credit 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, Prospera is 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.
Do you love building relationships with customers and empowering their financial decisions?
We are recruiting for a Member Service Specialist to join our Mission Advice Centre . The Member Service Specialist (MSS) uncovers and supports sales while delivering exceptional customer service and is responsible for proactively developing positive relationships, and satisfying our members' product and service needs.
Greet customers, establish rapport, address service inquiries and customer concerns, and seek opportunities to deepen customer relationships.
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.
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.
Proficient computer skills.
We are local at heart, aligned in our purpose to help our members, communities, and team thrive.
We approach all circumstances with curiosity and a drive for continuous learning and improvement.
Training and support. We set our employees up for success with training and continued support and access to resources throughout employment.
We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
Community focused. We care about giving back to the communities we live, work and play in. We participate in many community minded activities throughout the year.
Our commitment to Diversity, Equity and Inclusion
Diversity, equity and inclusion is part of everything we do, and we're on a continuous journey to ensure every employee and members feels like they #BelongAtProspera.