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Prospera Credit Union

Member Experience Specialist (On Site)

Surrey, BC, V3S 7Y4, Canada

The salary for this role is $46,000 to $57,500. · Full-time

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Job details

Pay: The salary for this role is $46,000 to $57,500.
Job type: Full-time
Experience: 1–3 years of experience in financial services or a sales environment.
Posting language: English
Posted: Oct 16, 2026

Original job description

Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals.

With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands, providing a full range of financial products and services across the British Columbia.

This role requires Monday- Friday availability.

What you do

Acquire and onboard new retail and business members through proactive conversations.
Uncover members' needs and identify sales opportunities through Financial Health Checks.
Recommend and deliver everyday banking, lending, and investment solutions.
Manage small accounts and build a strong sales pipeline through referrals and follow‑up.
Support front‑line and omni‑channel interactions while contributing to a collaborative Advice Centre.

What you bring

1–3 years of experience in financial services or a sales environment.
Exposure to lending and investment products and needs‑based selling.
Mutual Funds licensed or willingness to obtain within six months.
Strong communication skills, financial curiosity, and comfort with technology.
Grade 12 (or equivalent); post‑secondary education in Business or Marketing is an asset.

Compensation

Prospera offers a total compensation package of base salary plus incentives that are market competitive and reviewed annually.
The salary for this role is $46,000 to $57,500. The final offer will be based on the successful candidate’s knowledge, experience, and internal equity.

Benefits & Wellbeing

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, Personal and Wellness time and two Vacation Bonus Days
Professional development – come to grow your career and develop your skills.
A supportive, collaborative work environment we’re proud to be a Great Place to Work certified organization.

Our Commitment - Diversity, Equity & Inclusive

At Prospera, 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 that ensures every employee feels valued and empowered.

We follow a fair and equitable hiring process, considering candidates 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.

Accommodations

We believe you belong here. If you require accommodation at any stage of the hiring process, please contact recruitment@prospera.ca. All requests are handled with respect and confidentiality.

Disclaimer: Employment is subject to background checks, including enhanced criminal, credit, and reference checks.

At Prospera, we’re more than a financial institution; we’re a community. Our people are empowered to bring their whole selves to work and make a meaningful difference every day.

Prospera, Coast Capital and Sunshine Coast Financial are part of the Coast Capital Savings Federal Credit Union family of brands.

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More about this job

Responsibilities

Acquire and onboard retail and business members, assess their financial needs, and recommend everyday banking, lending, and investment solutions. Manage small accounts, develop a sales pipeline through referrals and follow-up, and support front-line and omni-channel interactions in a collaborative Advice Centre.

Requirements

Candidates should have 1–3 years of experience in financial services or sales, exposure to lending and investment products, and experience with needs-based selling. A high school diploma or equivalent is required; mutual funds licensing or willingness to obtain it within six months is expected, while post-secondary education in Business or Marketing is an asset.

Skills

Member Onboarding
Needs-Based Selling
Financial Health Checks
Retail Banking
Business Banking
Lending Solutions
Investment Solutions
Sales Pipeline Management
Referrals
Follow-Up
Communication
Technology Proficiency
Financial Services
Mutual Funds

Benefits

Flexible Benefits Program
Vacation Time
Personal Time
Wellness Time
Vacation Bonus Days
Professional Development
Collaborative Work Environment

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Credit Union
Retail Banking
Business Banking
Member Onboarding
Financial Health Checks
Needs-Based Selling
Sales Opportunities
Everyday Banking
Lending
Investment Products
Small Accounts
Sales Pipeline
Referrals
Follow-Up
Front-Line Support
Omni-Channel Interactions
Advice Centre
Mutual Funds License
Financial Goals
Monday–Friday Availability

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