SearchLondonJobs.co.uk

🏛️ London's Premier Job Portal

← Back to London Jobs

Member Experience Specialist (On Site)

Company: Prospera

Location: surrey, London

Posted: June 01, 2026

Apply for This Position

Submit Application

Position Details

Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals. With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands, providing a full range of financial products and services across the British Columbia. What you do Acquire and onboard new retail and business members through proactive conversations. Uncover members' needs and identify sales opportunities through Financial Health Checks. Recommend and deliver everyday banking, lending, and investment solutions. Manage small accounts and build a strong sales pipeline through referrals and follow‑up. Support front‑line and omni‑channel interactions while contributing to a collaborative Advice Centre. What you bring 1–3 years of experience in financial services or a sales environment. Exposure to lending and investment products an...