Surrey Business Banking Advisor Role

Step into a Business Banking Advisor role at Tru Cooperative Bank, focusing on client portfolio management and business development in Surrey's vibrant market.

As a Business Banking Advisor, you will cultivate and maintain relationships with business banking members, managing their retail and wealth management needs effectively. Your expertise will drive the execution of strategic sales initiatives and foster ongoing advisory relationships, ensuring members receive tailored financial solutions. You'll also be responsible for maintaining compliance through regular account reviews and proactive risk management.

Key Responsibilities:

• Develop and implement effective sales strategies for business banking

• Build strong relationships with a diverse portfolio of members

• Offer advisory services and collaborate with product specialists

• Conduct thorough annual account reviews for compliance

• Engage in collection processes for delinquent accounts

Requirements:

• Bachelor’s Degree in Business or equivalent experience

• 4+ years in retail/business/commercial lending

• Required Mutual Funds License

• Excellent communication, relationship-building skills

• Proficiency in Microsoft Excel and Word

Bring your business acumen and client-focused approach to a thriving role at Tru Cooperative Bank in Surrey.
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