Virtual Relationship Manager (Hybrid)
P
Prospera
📍 surrey, metro vancouver regional district, Canada
Job Description
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 British Columbia.
In this role, you will support a 6‑day (M–S) extended‑hours operation with rotational shift patterns in a hybrid working environment that includes one weekly in‑office working day.
What You Do
- Provide comprehensive financial guidance to members, including lending options, investment opportunities, and personalized financial health checks.
- Facilitate virtual appointments to offer convenience and accessibility, ensuring members receive expert advice without the need for in‑person visits.
- Manage inbound and outbound ca...