Join Tru Cooperative Bank as a Business Banking Advisor, where you'll manage portfolios and develop recent business opportunities in Surrey. Cultivate relationships while providing expert advisory services. In this key role, you'll grow and manage an assigned portfolio of business banking members, addressing their retail banking and wealth management needs.

You'll be proactive in soliciting recent business and forming long-term relationships through community networking. Daily activities will focus on executing sales strategies, providing stellar service, and identifying financial needs and concerns of members. Key Responsibilities:
Develop and execute long-term sales plans for business growth
Manage existing business banking member portfolios




Provide ongoing advisory services and referrals to specialists
Conduct annual account reviews and ensure compliance
Initiate collection activity for accounts in delinquency Requirements:
Bachelor’s Degree in Business or equivalent
4 years in retail/business/commercial lending experience
Mutual Funds License required
Solid relationship building skills
Proficiency in MS Office, especially Excel and Word Bring your financial expertise and relationship-building skills to grow business banking at Tru Cooperative Bank in Surrey.

📌 Tru Cooperative Bank Business Banking Advisor Surrey (Canada)
🏢 First West Credit Union
📍 Canada