Job Description
Enhance member engagement as a Member Experience Specialist at Prospera, focusing on personalized banking solutions and financial health. Help members achieve their goals through proactive service and support.
At Prospera, you’ll drive member acquisition and onboarding while identifying sales opportunities through Financial Health Checks. This role emphasizes delivering tailored banking, lending, and investment solutions alongside managing small accounts. You'll collaborate within a supportive Advice Centre, contributing to exceptional omni-channel interactions and strengthening sales pipelines.
Key Responsibilities: • Acquire and onboard new retail and business members • Conduct Financial Health Checks to identify needs and opportunities • Recommend tailored banking and investment solutions • Manage small accounts and build a sales pipeline • Support front-line interactions within the Advice Centre
Requirements: • 1-3 years in financial services or sales env...
At Prospera, you’ll drive member acquisition and onboarding while identifying sales opportunities through Financial Health Checks. This role emphasizes delivering tailored banking, lending, and investment solutions alongside managing small accounts. You'll collaborate within a supportive Advice Centre, contributing to exceptional omni-channel interactions and strengthening sales pipelines.
Key Responsibilities: • Acquire and onboard new retail and business members • Conduct Financial Health Checks to identify needs and opportunities • Recommend tailored banking and investment solutions • Manage small accounts and build a sales pipeline • Support front-line interactions within the Advice Centre
Requirements: • 1-3 years in financial services or sales env...