Member Relations Specialist

Become a Member Relations Specialist at Prospera in Coquitlam, BC, and enhance your sales and service skills. This role emphasizes onboarding and delivering financial solutions to members.

As part of the Burquitlam Branch team, you will have 1-3 years of experience in financial services or sales. Your responsibilities will include identifying member needs and managing small accounts to build a successful sales pipeline while working within a supportive environment.

Key Responsibilities:

• Acquire new members through proactive engagement

• Assess member needs during Financial Health Checks

• Deliver tailored banking, lending, and investment advice

• Build referrals to strengthen sales pipeline

• Support omni-channel service interactions

Requirements:

• 1-3 years in a financial service role or sales environment

• Exposure to lending/investment products

• Mutually Funds licensed or readiness to obtain

• Excellent communication skills and financial interest

• High school diploma; relevant post-secondary education preferred

Foster meaningful connections and provide excellent member experiences at Prospera.
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