Financial Member Advisor at Tru Cooperative Bank
Job in
Chilliwack, BC, P2P, Canada
Listed on 2026-07-22
Listing for:
Envision Financial
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales, Financial Advisor / Consultant, Retail Banking
Job Description & How to Apply Below
As a Member Advisor, you will be instrumental in building strong, trusting relationships with members, helping them navigate their financial journeys. You will address inquiries, assist in setting up online banking, and deliver tailored financial solutions.
Your role will also involve processing a wide range of transactions, contributing to branch goals, and participating in team efforts for optimal service delivery.
Key Responsibilities:
• Deepen member relationships through personalized financial conversations
• Handle various member transactions with accuracy
• Achieve sales and referral targets by promoting products
• Stay informed on regulatory changes and solutions
• Collaborate within a diverse team to support objectives
Requirements:
• High School Diploma or equivalent experience
• Minimum 2 years in retail/customer service roles
• Strong interpersonal skills for member interactions
• Ability to thrive in a dynamic environment
• Proficiency in Microsoft Office applications
Join Tru Cooperative Bank to utilize your relationship-building skills while empowering members with financial knowledge.
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