Member Advisor at Tru Cooperative Bank
Job in
Mission, BC, U4S, Canada
Listed on 2026-08-03
Listing for:
Envision Financial
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Bank Customer Service, Retail Banking, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
This role is pivotal for building strong connections with members through understanding their financial needs. As a Member Advisor, you will process various transactions and provide tailored financial solutions based on members' life stages. Your goal is to support branch objectives and improve member engagement through effective communication and service.
Key Responsibilities:
• Build relationships with members and identify their financial needs
• Process personal and business account transactions accurately
• Promote digital banking solutions and increase member adoption
• Contribute to achieving branch goals and referral opportunities
• Stay informed on industry trends and best practices
Requirements:
• High School Diploma or equivalent is required
• 2 years of retail or customer service experience
• Strong interpersonal and relationship-building skills
• Proficient in Microsoft Office
• Ability to adapt in a busy environment
Drive member satisfaction and support financial growth as a Member Advisor at Tru Cooperative Bank.
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