Member Advisor at Tru Cooperative Bank

Deliver exceptional service as a Member Advisor at Tru Cooperative Bank’s Ladner Branch. Engage members through financial discussions, boost digital literacy, and provide tailored solutions to enhance relationships.

In this customer-facing role, the Member Advisor focuses on building strong connections with members by assessing their financial needs based on their life stages. Responsibilities include processing a variety of transactions, such as account openings and debit/credit card services, while promoting digital banking adoption. Your efforts contribute to meeting branch goals through proactive referrals and sales initiatives.

Key Responsibilities:

• Build and nurture relationships with members at various life stages

• Process member transactions, including account openings and card services

• Promote digital banking to enhance adoption rates

• Achieve sales targets through referrals and proactive advising

• Stay updated on industry trends and participate in process improvements

Requirements:

• High School Diploma required; college education is an asset

• 2 years of retail or customer service experience required

• Completion of Tru Cooperative Sales Essentials within 6 months

• Strong sales and cash handling experience preferred

• Proficient in Microsoft Office and understanding of risk management

Elevate your customer service skills through financial advising and digital engagement at Tru Cooperative Bank in Ladner.
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