Elevate member relationships as a Member Experience Specialist in a dynamic financial environment. Engage with retail and business members, uncovering their needs while providing solutions and support.In this pivotal role, you will onboard members, develop advisory relationships, and utilize Financial Health Checks for optimal service. You will initiate conversations and manage small accounts, ensuring members access lending and investment products, including mortgages and term deposits. Your expertise will be instrumental in enhancing the overall member experience.Key Responsibilities:• Onboard new retail and business members• Develop member relationships through effective referrals• Open new business accounts and manage signing officer requests• Support member access to lending products• Assist with front line transactions as neededRequirements:• 1-3 years in a financial services environment• Familiarity with mutual funds preferred• Willingness to be licensed for mutual fund sales• Strong communication skills and attention to detail• Grade 12 or equivalent educationUtilize your financial acumen to foster member relationships and provide essential support in a vibrant community-focused setting.#J-18808-Ljbffr
Member Experience Specialist For Financial Advisory Relationships
PROSPERA CREDIT UNION
white rock, white rock
Published 27 days ago
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