P

Prospera

Verified Job Source

Prospera is part of the Coast Capital Savings Federal Credit Union family of brands.

Surrey, BC

Financial Services
501–1,000 people

About

Prospera is committed to creating meaningful local impact, while offering our members more ways to manage everyday banking, opportunities to grow wealth and personalized support to achieve financial goals. With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands and provides a full range of financial products and services throughout the Lower Mainland, Fraser Valley and Okanagan. Prospera has consistently been designated a Great Place to Work, including as one of the “Best Workplaces in BC” and “Best Workplaces in Canada.” We’re focused on building financial prosperity for our members, enabling thriving local enterprises and strengthening our local communities.

Open positions

Member Experience Specialist (On Site)

On-site · Surrey

The Member Experience Specialist will acquire and onboard new retail and business members while identifying sales opportunities through financial health checks. They will also manage small accounts and support front-line interactions within a collaborative advice center environment.

Local Business Relationship Manager (Hybrid)

Hybrid · White Rock

The Local Business Relationship Manager is responsible for growing and managing a portfolio of high-value micro-businesses by providing integrated financial advice and solutions. They will also conduct due diligence, assess credit risk, and maintain key professional networks to enhance the organization's reputation.

Member Service Specialist (On Site)

On-site · Chilliwack

The Member Service Specialist is responsible for delivering exceptional customer service while proactively identifying member needs and recommending appropriate financial solutions. They will also collaborate with team members to deepen relationships and support community initiatives.

Member Service Specialist (On Site) Part-Time

On-site · Maple Ridge

The Member Service Specialist is responsible for greeting customers, addressing service inquiries, and proactively identifying opportunities to deepen relationships. They will handle personal banking needs, open new accounts, and collaborate with team members to ensure a seamless member experience.

Segregated Fund Specialist

Hybrid · Surrey

The specialist manages new and existing insured investment contracts, including segregated funds and annuities, while collaborating with the Wealth Planning team. They also provide support for estate planning and maintain accurate member records within the CRM system.

Virtual Relationship Manager (Hybrid)

Hybrid · Surrey

Provide comprehensive financial guidance, including lending and investment advice, while managing inbound and outbound member calls. Facilitate virtual appointments and support members with online banking, loan documentation, and account inquiries.

Relationship Manager Career Opportunities

On-site · Surrey

Manage and grow a portfolio of member relationships by providing holistic financial advice across investments, lending, and banking. Collaborate with internal specialists and maintain accurate documentation to meet regulatory standards.