Financial Member Advisor at Tru Cooperative Bank

Drive member satisfaction as a Financial Member Advisor at Tru Cooperative Bank, focusing on insightful financial consultations and seamless digital banking support. Build lasting relationships with our valued members.

As a Financial Member Advisor, you will interact directly with members to understand their financial needs and life stages. Drawing from your retail or customer service experience, you will engage in meaningful financial conversations and ensure accurate responses to inquiries.

Your role is crucial in increasing member satisfaction and promoting our services effectively.

Key Responsibilities:

• Build strong relationships with existing and potential members

• Manage diverse member transactions and inquiries

• Support branch performance and sales targets

• Stay informed on industry trends and compliance regulations

• Collaborate actively with team members for improved service

Requirements:

• High School Diploma or equivalent required

• At least 2 years in retail or customer service preferred

• Sales experience and cash handling skills favored

• Excellent interpersonal skills to build rapport

• Proficient with Microsoft Office applications

Empower members on their financial journey with your skills in service and consultation at Tru Cooperative Bank.
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