Financial Solutions Manager, Member Service Centre (Remote)

June 13 2022
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Bank, Insurance, Financial Services, Bank, Insurance, Financial services, Customer service, Customer Service, Call Centres, Sales Support, Support, Assistance
Abbotsford, BC • Remote

TEAM LOCAL is hiring

Built on over 75 years as a BC credit union, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is British Columbia’s fourth-largest credit union, with $9 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve communities from Vancouver, through the Fraser Valley, and to the Okanagan. It’s our vision to help build vibrant healthy communities, thriving local enterprises, and financially empowered people. 

Do you love providing great service and helping people achieve their financial dreams? We are currently seeking Financial Solutions Managers for our Member Service Centre. This fully remote, all-encompassing role provides wealth and lending solutions to our members and is a fantastic opportunity to utilize your customer service skills the team and commitment to delivering results! 

Other organizations may call this role: Financial Advisor, Senior Financial Advisor, Client Advisor, or Account Manager 

Discover a day in the life of a Financial Solutions Manager and learn more about Prospera Credit Union's culture and what it means to be part of #TeamLocal. Click for Video.

Make an impact. Apply today.

What you’ll do:

  • Maintain high service quality standards, incorporate the strategic selling process in customer interactions, build rapport with customers, and seek opportunities to deepen customer relationships
  • Seek opportunities to demonstrate value proposition, uncover needs, and recommend appropriate products, services, and solutions
  • Act as the ambassador for digital and self-service channels. Educate customers on the ease and convenience of digital and self-serve channels for daily banking transactions
  • Provide lending, investments, and cash-related expertise and support
  • Interview clients to identify needs and ensure products meet identified needs, demonstrate opportunities to generate sales leads. Refer customers to other lines of business experts as needed, collaborating to ensure a seamless and rewarding customer experience
  • Prepare documentation and approve loans within current limits; refer loans above limits or exceptions to branch management or corporate with rationale as to why the loan should be approved
  • Ensure consistent follow-up on existing clients and provide ongoing advice and solutions
  • Provide expertise in credit adjudication, with an emphasis on mortgage applications and renewals
  • Manage, analyze, compile, and organize application information for mortgage loans in accordance with policy and procedures to create a complete package for credit review

What you bring:

  • 2 years’ front-line, proven sales experience within an operations or financial services environment; must have exposure to retail lending or deposits
  • Effective credit underwriting capabilities
  • Proven ability to uncover customer needs through establishing rapport and listening to the customer
  • Effective selling, cross-selling and referral skills
  • Excellent verbal and written communication and negotiation skills with the ability to interact with a variety of people
  • Self-motivated, outgoing, confident, and sales-oriented
  • Detailed knowledge of deposit-related products, personal lending and mortgages
  • Proficient with technology, including banking and Customer Relationship Management systems and Microsoft Office programs

Our Values

Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.

Empower and enable others: We give each other the space, trust, and tools to succeed.

Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.

Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.

Thrive as One Team: We collaborate because it strengthens us.

 What’s in it for you?

Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.

Training and Support. We set our employees up for success with training and continued support and access to resources throughout employment.

Career Advancement! We are committed to our employee’s growth and development and we want to see you soar.

Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

Hybrid Opportunity! This role participates in our flexible work program. Our approach to flexibility is simple- Work from home, our corporate centre or a branch location based on the type of work you’re doing. Bottom line is we want your best work no matter what location you’re working from on any given day.

Show me the money! We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.

Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community minded activities throughout the year.

Great Place to Work. We are committed to employee engagement and have achieved the Great Place to Work certification 3 years in a row.

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