Tru Cooperative Bank Business Advisor

Position: Tru Cooperative Bank Business Advisor Role
Location: Penticton

Join Tru Cooperative Bank as a Business Banking Advisor, where you will cultivate member relationships and develop tailored financial solutions. Focus on managing portfolios and achieving growth targets in a collaborative setting.

In this advisory role, you’ll handle an existing portfolio while actively seeking new business opportunities through community connections. You will conduct annual reviews, provide wealth management advice, and ensure members receive exceptional service. A successful candidate brings strong organizational skills and a results-oriented attitude to the team.

Key Responsibilities:

• Execute sales plans to attract new members

• Conduct annual reviews for business banking accounts

• Engage with clients to understand financial needs

• Achieve sales targets through ongoing advisory services

• Manage risk for delinquent accounts effectively

Requirements:

• Bachelor's Degree in Business or significant experience

• Minimum 4 years in business/commercial lending

• Required Mutual Funds License

• Strong communication and team collaboration skills

• Time management skills in a dynamic environment

Use your financial expertise to enhance member experiences at Tru Cooperative Bank.
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