Business Banking Advisor At Tru Cooperative Bank Penticton

Become a Business Banking Advisor at Tru Cooperative Bank and drive growth in community business relationships. Use your expertise to manage portfolios, develop strategies, and provide stellar financial solutions. This role focuses on fostering long-term relationships with business banking members while executing targeted business development plans.

You’ll manage an existing portfolio, conduct reviews, and ensure client financial needs are met, all while adhering to risk management policies. Successful advisors demonstrate robust communication skills and the ability to work well within a team.

• Develop and execute sales plans for current business
• Manage and grow business banking member portfolios
• Provide advisory and referral services to clients
• Achieve sales targets and enhance member experience
• Initiate collection activities for delinquent accounts

• Bachelor’s Degree in Business or equivalent experience
• 4 years in retail or commercial lending
• Mutual Funds License required
• Proficiency in MS Excel and Word
• Solid relationship-building skills

Leverage your banking expertise to deliver exceptional financial service within the Tru Cooperative Bank community.