Job Description
TEAM LOCAL is hiring
Prospera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.
As a Member Experience Specialist at our Fleetwood Advice Centre in Surrey, you will play a vital role in developing member-first advisory relationships. You will be responsible for on-boarding traditionally sourced and omni-channel retail and business members, uncovering member needs, and introducing our solutions to them. This is a mutual funds sales development role; you will be managing small accounts and providing general transactional support. You will also be involved in providing access to day-to-day, lending and investing products and services including unsecured lending, mortgage renewals, broker mortgage onboarding, term deposits, and Visa products.
What you'll do:
Onboard and initiate relationship conversations and introductions with our new retail and business members
Develop and advance member relationships through the utilization of Financial Health Checks, pipeline management, and effective referrals to the Relationship Manager and Line of Business Specialists
Have primary advice center (AC) responsibility for opening new business accounts, and business change of signing officer requests
Support our member access to lending products by producing small unsecured lending products, completing broker mortgage sign-ups and mortgage renewals
Support our Member Service Specialists by completing front line transactions as needed
Provide omni-channel support for the Member Service Centre by supporting member calls as needed
What you bring:
1-3 years of experience working in a financial services environment with exposure to lending and investment products, identifying member needs, advising
Experience or knowledge with mutual funds (preferred)
Licensed to sell mutual funds or the willingness to be licensed within 12 months
Previous experience working in a professional sales environment
Proven financial acumen and knowledge of financial products, services and retail lending
Demonstrated ability to confidently provide advice in a variety of member situations
Excellent verbal and written communication skills
Detail oriented and organized and the ability to manage priorities
Proficient with technology and systems
Grade 12 (or equivalent)
Business Administration or Marketing diploma or degree (an asset)
What We Offer:
Prospera offers a total compensation package of base salary plus incentives that is market competitive and reviewed annually. Our expected starting salary for this role is $46,000 to $57,500 based on the successful candidate’s knowledge, experience and internal equity.
Flexible Work Program for some of our roles – ask us!
Flexible Benefits Program – pick and choose what works best for you.
Defined Contribution Retirement Plan – let’s start saving and keep your future in mind.
Vacation, Wellness and “Prosperian” Days – paid time off to support your overall well-being.
Professional development – come grow your career and develop your skills.
A supportive, collaborative work environment- we’re proud to be a Great Place to Work certified organization.
Please Note: The successful candidate will be required to complete a background check which include criminal, credit, and reference checks. If you require accommodation during any part of the recruitment process, please let us know.
Diversity, Equity & Inclusive Hiring Process
At Prospera, together, we build vibrant and healthy communities by leveraging our unique backgrounds, talents, and perspectives to create a workplace where everyone can thrive. Diversity, equity, and inclusion are at the heart of everything we do, and we are committed to a continuous journey to ensure every employee feels valued and empowered. We follow a fair and equitable hiring process to ensure all candidates are considered based on their skills, experience, and potential. When you join Prospera, you’re not just taking a job—you’re becoming part of a team that celebrates individuality and works collectively to make a positive impact.
At Prospera, we believe you belong here. We’re committed to ensuring an accessible and obstacle-free hiring process. If you need accommodations at any stage, contact talentattraction@prospera.ca. All requests are handled with respect and confidentiality.
Prospera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan.
As a Member Experience Specialist at our Fleetwood Advice Centre in Surrey, you will play a vital role in developing member-first advisory relationships. You will be responsible for on-boarding traditionally sourced and omni-channel retail and business members, uncovering member needs, and introducing our solutions to them. This is a mutual funds sales development role; you will be managing small accounts and providing general transactional support. You will also be involved in providing access to day-to-day, lending and investing products and services including unsecured lending, mortgage renewals, broker mortgage onboarding, term deposits, and Visa products.
What you'll do:
Onboard and initiate relationship conversations and introductions with our new retail and business members
Develop and advance member relationships through the utilization of Financial Health Checks, pipeline management, and effective referrals to the Relationship Manager and Line of Business Specialists
Have primary advice center (AC) responsibility for opening new business accounts, and business change of signing officer requests
Support our member access to lending products by producing small unsecured lending products, completing broker mortgage sign-ups and mortgage renewals
Support our Member Service Specialists by completing front line transactions as needed
Provide omni-channel support for the Member Service Centre by supporting member calls as needed
What you bring:
1-3 years of experience working in a financial services environment with exposure to lending and investment products, identifying member needs, advising
Experience or knowledge with mutual funds (preferred)
Licensed to sell mutual funds or the willingness to be licensed within 12 months
Previous experience working in a professional sales environment
Proven financial acumen and knowledge of financial products, services and retail lending
Demonstrated ability to confidently provide advice in a variety of member situations
Excellent verbal and written communication skills
Detail oriented and organized and the ability to manage priorities
Proficient with technology and systems
Grade 12 (or equivalent)
Business Administration or Marketing diploma or degree (an asset)
What We Offer:
Prospera offers a total compensation package of base salary plus incentives that is market competitive and reviewed annually. Our expected starting salary for this role is $46,000 to $57,500 based on the successful candidate’s knowledge, experience and internal equity.
Flexible Work Program for some of our roles – ask us!
Flexible Benefits Program – pick and choose what works best for you.
Defined Contribution Retirement Plan – let’s start saving and keep your future in mind.
Vacation, Wellness and “Prosperian” Days – paid time off to support your overall well-being.
Professional development – come grow your career and develop your skills.
A supportive, collaborative work environment- we’re proud to be a Great Place to Work certified organization.
Please Note: The successful candidate will be required to complete a background check which include criminal, credit, and reference checks. If you require accommodation during any part of the recruitment process, please let us know.
Diversity, Equity & Inclusive Hiring Process
At Prospera, together, we build vibrant and healthy communities by leveraging our unique backgrounds, talents, and perspectives to create a workplace where everyone can thrive. Diversity, equity, and inclusion are at the heart of everything we do, and we are committed to a continuous journey to ensure every employee feels valued and empowered. We follow a fair and equitable hiring process to ensure all candidates are considered based on their skills, experience, and potential. When you join Prospera, you’re not just taking a job—you’re becoming part of a team that celebrates individuality and works collectively to make a positive impact.
At Prospera, we believe you belong here. We’re committed to ensuring an accessible and obstacle-free hiring process. If you need accommodations at any stage, contact talentattraction@prospera.ca. All requests are handled with respect and confidentiality.
💡 Quick Summary
Seeking a career-building opportunity? The Member Experience Specialist (On Site) position is now open for candidates interested in the Bank Jobs sector. This role in Surrey offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.