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Vernon Financial Member Advisor
Job Description & How to Apply Below
Become a vital member of the team at Tru Cooperative Bank in Vernon as a Member Advisor, where you will facilitate meaningful financial conversations and enhance member digital experiences.
This full-time position revolves around delivering exceptional service and understanding each member’s unique financial needs. As a Member Advisor, you'll assist with online banking setup and foster long-term relationships through personalized guidance, ensuring members have access to the right financial resources.
Key Responsibilities:
• Foster strong relationships by understanding member life stages
• Handle a variety of member transactions seamlessly
• Drive digital banking adoption in alignment with branch goals
• Participate in enhancing service levels and team objectives
• Maintain awareness of regulatory changes and best practices
Requirements:
• High School diploma or equivalent required
• Minimum of 2 years in customer service or retail
• Sales and cash handling experience is a plus
• Proven ability to relate well to members and build rapport
• Proficient in MS Office and relevant software
Leverage your expertise in customer service and finance to enrich the member experience at Tru Cooperative Bank.
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