City: Multiple Locations

For over 75 years, Prospera Credit Union has been a successful financial institution because of an unwavering focus on meeting the needs of our members, providing fulfilling careers for employees, and giving back to the communities we serve. Westminster Savings and Prospera Credit Union officially merged, January 1st, 2020. We continue to be a purpose-driven organization involved in our communities and a true financial partner to our local business members.

This is an outstanding opportunity to further develop your career in financial services by joining Prospera as a Financial Solutions Manager (FSM), open at multiple branch locations. This is an all-encompassing, customer-facing role that includes lending, investment and cash-related functions, as well as offers tremendous service delivery flexibility to the Branch. It’s also a fantastic opportunity to utilize your customer service acumen, passion for the team and commitment to delivering results!

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

If this sounds like something that you’d like to be a part of, 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
• Provide lending, investments, and cash-related expertise support
• Develop maintain, and grow the branch wealth management portfolio, including both mutual funds and term deposits
• 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
• Interview clients, analyze current wealth management products and prepare required documentation for the purchase of recommended mutual funds
• 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

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
• Mutual fund license or ability to become licensed within 6 months of hire date
• Completion of Prospera’s Investment Funds and Strategies course within 12 months of hire date
• 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, mortgages, registered and non-registered investments and mutual funds
• Proficient with technology, including banking and Customer Relationship Management systems and Microsoft Office programs

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.

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.

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.

Please apply for this single opportunity on www.prospera.ca/Careers or www.wscu.com/careers

For over 75 years, Prospera Credit Union has been a successful financial institution because of an unwavering focus on meeting the needs of our members, providing fulfilling careers for employees, and giving back to the communities we serve. Westminster Savings and Prospera Credit Union officially merged, January 1st, 2020. We continue to be a purpose-driven organization involved in our communities and a true financial partner to our local business members.

Looking for the next step in your career? Look no further. We are currently seeking an Assistant Manager to join multiple branches. The Assistant Manager supports the Branch Manager in overseeing, developing, and empowering a proactive sales and service workforce that engages customers. The Assistant Manager also participates in special projects, committees, implementation teams and other related assignments as required for operational, cross-divisional, or corporate initiatives.

If you are ready to make a difference as a leader, apply today!

What you’ll do:

• Manage the staffing requirements for the branch—hiring, onboarding, training, supervising, measuring performance, coaching, and disciplining.
• Participate in and represent the branch at consumer banking leadership meetings.
• Proactively manage branch performance by monitoring and analyzing operational reports and information from CRM, Insight, mystery shops, etc.; by facilitating regular and meaningful coaching sessions; and by assisting with the creation and implementation of personal development plans.
• Proactively seek customer feedback, initiate and participate in customer consultation and monitoring activities.
• Collaborate with employees in identifying opportunities to enhance or correct service delivery; establishing targets or standards; and developing and implementing action plans.
• Review new loan applications and supporting documents, ensure credit-granting quality, and approve mortgages, HELOCs, loans, lines of credit and overdrafts within lending limits.
• Provide input towards budgeting and strategic planning discussions.
• Act as security and safety officer for the branch, communicate emergency procedures, ensure team’s completion of annual security and safety, anti-money laundering, and respectful workplace training and assessment, and monitor adherence to protocols.
• Generate sales leads and develop new customer relationships through sales calls, personal contacts, networking, community events and other activities.
• Refer customers to other experts and external business partners as needed, collaborate to ensure a seamless and rewarding customer experience.

What you bring:

• 3-5 years’ progressive, customer-facing experience within a financial institution, which includes 1 year in a supervisory role or as part of a management associate program
• Superior interpersonal and communication skills, including the ability to interact with a diverse and varied audience i.e. both internal and external customers and stakeholders
• Strong leadership skills including coaching, supervising, training, decision-making and judgement
• Proven business development, sales, service, and negotiation skills
• Excellent time management and organizational skills
• Detailed knowledge of deposit, personal lending, mortgage, and wealth management products
• Working knowledge of various computer programs, including Microsoft Office, banking and customer relationship management systems
• Willingness to engage in a flexible schedule (e.g. some evenings and weekends outside of branch hours)

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.

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.

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.

Please apply for this single opportunity on www.prospera.ca/Careers or www.wscu.com/careers

For over 75 years, Prospera Credit Union has been a successful financial institution because of an unwavering focus on meeting the needs of our members, providing fulfilling careers for employees, and giving back to the communities we serve. Westminster Savings and Prospera Credit Union officially merged, January 1st, 2020. We continue to be a purpose-driven organization involved in our communities and a true financial partner to our local business members.

Do you love providing great service? We are currently seeking Customer Service Specialists for multiple branch locations. This outstanding opportunity can start or further develop your career in Financial Services. The Customer Service Specialist (CSS) delivers exceptional customer service, is responsible for proactively developing positive relationships, and satisfying our members’ product and service needs.

What you’ll do:

• Greet customers, establish rapport, address service inquiries and customer concerns, and seek opportunities to deepen customer relationships
• Proactively seek occasions to demonstrate our value proposition, uncover needs, and recommend appropriate services and solutions
• Refer customers to account managers and external business partners as needed, collaborating to ensure a seamless and rewarding customer experience
• Handle transactions, open personal and business profiles, demand accounts, term deposits, ATM cards, and other banking products and services
• Perform administrative tasks, cash desk duties, and assist with branch opening and closing processes
• Participate in sales meetings and maintain an accurate history of sales and service activity on the customer relationship management system
• Support and participate in community initiatives

What you bring: 

• Experience in a frontline role within a financial services environment is preferred
• Exposure to retail lending would be an asset
• You have a ‘can do’ front line/customer service mindset, a strong interest in a career in financial services, a capacity and passion for learning, strong team orientation, excellent communication and relationship-building skills, and a keenness to grow and help others
• You are a self-described ambassador for the ultimate customer experience, and you love to connect with customers and build lasting business relationships
• A demonstrable interest in community involvement is a must-have!

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.

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.

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.

Please apply for this single opportunity on www.prospera.ca/Careers or www.wscu.com/careers