Customer Focused Specialist

Position: Customer Focused Specialist at Prospera
Enhance member experiences at Prospera Credit Union in Coquitlam, BC as a Member Service Specialist. Focus on customer inquiries and promote tailored financial solutions with a proactive approach.

This role is crucial in establishing strong relationships and delivering outstanding customer service. You will utilize your banking or advisory sales experience to uncover member needs and recommend appropriate banking products. The position supports collaborative efforts to enhance community engagement and professional growth.

Key Responsibilities:

• Establish rapport with members and address inquiries

• Identify customer needs and promote relevant offerings

• Collaborate with colleagues to improve customer experiences

• Assist in opening various banking accounts

• Track sales activities and manage CRM effectively

Requirements:

• Background in banking or advisory sales is preferred

• Strong relationship-building and communication skills

• Eagerness to assist and learn from customers

• Proficiency in banking computer systems

• Team-oriented with a cooperative mindset

Support financial services with strong relationship skills at Prospera Credit Union in Coquitlam.
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