Member Experience Specialist in BC
Prospera • surrey, Canada
Role Description
Become a vital part of Prospera's team as a Member Experience Specialist, driving personalized banking solutions for members. Leverage your sales skills to promote financial wellness and support.
In this pivotal role at Prospera, you will engage in proactive conversations to onboard new members and explore their financial needs through Health Checks. You will focus on recommending everyday banking, lending, and investment options while maintaining a strong referral pipeline. Collaborate in a dynamic Advice Centre supporting both front-line interactions and member engagement.
Key Responsibilities: • Engage new members through proactive conversations • Perform Financial Health Checks to uncover member needs • Deliver tailored banking and investment recommendations • Manage small accounts while building referral networks • Contribute to omni-channel member support in Advice Centre
Requirements: • 1-3 years of financial services or sales experience • Familiarity ...
In this pivotal role at Prospera, you will engage in proactive conversations to onboard new members and explore their financial needs through Health Checks. You will focus on recommending everyday banking, lending, and investment options while maintaining a strong referral pipeline. Collaborate in a dynamic Advice Centre supporting both front-line interactions and member engagement.
Key Responsibilities: • Engage new members through proactive conversations • Perform Financial Health Checks to uncover member needs • Deliver tailored banking and investment recommendations • Manage small accounts while building referral networks • Contribute to omni-channel member support in Advice Centre
Requirements: • 1-3 years of financial services or sales experience • Familiarity ...