Member Experience Specialist at Prospera

Enhance member banking experiences with Prospera as a Member Experience Specialist. Use your financial expertise to support members in achieving their goals while providing a personalized touch.
As a key player at Prospera, you will acquire and onboard new members, uncover their needs, and recommend tailored financial solutions. This role requires 1–3 years of experience in financial services or sales, strong communication skills, and engagement with technology. You will also contribute to the collaborative Advice Centre while building a robust sales pipeline through proactive outreach.
Key Responsibilities:
• Onboard new retail and business members effectively
• Conduct Financial Health Checks to identify needs
• Recommend everyday banking and investment solutions
• Build sales pipeline with referrals and follow-ups
• Support omni-channel interactions for members
Requirements:
• 1–3 years in financial services or sales
• Exposure to lending and investment...