Virtual Member Experience Specialist serving Prospera credit union members by phone, email, and chat. Promoting digital banking and recommending financial products and services.
Responsibilities
Greet customers and assist them over the phone, email, and chat
Establish rapport and address service inquiries and customer concerns
Develop positive customer relationships and identify opportunities to deepen them
Demonstrate the value of digital and self-service channels
Educate customers on digital and self-service banking transactions
Refer customers to account managers and external business partners
Handle transactions and open personal and business profiles, demand accounts, term deposits, ATM cards, and other banking products and services
Participate in sales meetings
Maintain accurate sales and service activity records in the customer relationship management system
Support and participate in community initiatives
Requirements
Experience in a customer-facing role within a fast-paced work environment
At least 1–3 years' experience in a financial service role
Experience providing customer service in a high-volume remote/call center environment highly regarded
'Can do' front line/customer service mindset
Strong interest in a career in financial services
Capacity and passion for learning
Strong team orientation
Excellent communication and relationship-building skills
Keenness to grow and help others
Demonstrable interest in community involvement
Employment subject to background checks, including enhanced criminal, credit, and reference checks
Proposal Specialist owning end - to - end proposals for Long View, a dynamic North American IT provider. Crafting persuasive content with Sales and technical teams to win client work.
Adjudicator determining disability claim entitlements for WCB Alberta. Managing high - volume caseloads and supporting injured workers’ benefits and return to work.
Mechanical Technologist testing, troubleshooting, and maintaining nuclear retube tooling for AtkinsRéalis and Qinshan projects. Supporting engineering changes, equipment assembly, and project - site execution.
Interfacility Transport Coordinator processing emergency - care calls and coordinating medical transportation. Supporting Shared Health’s province - wide patient - centered healthcare services across Manitoba.
Part - time shift leader supervising Canna Cabana cannabis retail operations in Hinton. Supporting store management, customer service, sales targets, staffing, and inventory.
Mobile Mortgage Specialist building a referral - driven mortgage business for TD Canada Trust, Canada’s personal and small - business banking provider. Developing clients through realtor, builder, and financial - planner referrals.
Claims Processing Specialist processing client and employer financial - support claims for WCG, which partners with Canadian governments and agencies. Ensuring compliance, accuracy, quality assurance, and risk escalation remotely.