Customer-Focused Mobile Member Advisor

Support members effectively as a Mobile Member Advisor with Tru Cooperative Bank. This mobile role focuses on exceptional customer service and financial transactions in the Surrey and Tsawwassen areas.

As part of the Tru Cooperative Bank team, the Mobile Member Advisor plays a critical role in enhancing the member experience. This position involves processing transactions and identifying financial needs to provide tailored advice to our esteemed members. The ideal candidate will actively participate in branch goals while building relationships and promoting products.

Key Responsibilities:

• Provide exceptional service and advice to members

• Process various cash transactions effectively

• Encourage the uptake of Tru Cooperative products

• Assist with branch administrative and support duties

• Schedule appointments and connect members with advisors

Requirements:

•

Required:

High School Diploma

• 2+ years in retail or customer service

• Experience with sales and cash handling preferred

• Strong relationship-building capabilities

• Familiarity with Microsoft Office software

Be the go-to advisor for members seeking tailored financial solutions at Tru Cooperative Bank.
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