Become a Business Banking Advisor at Tru Cooperative Bank. In this role, you'll manage business portfolios and foster client relationships while driving sales in Surrey branches.

This position involves overseeing an assigned portfolio of business banking members, providing tailored advisory services for their banking needs, and aggressively pursuing new business through community engagement. You'll also manage relationships effectively, ensuring financial needs are met through exceptional service and strategic planning.

Completing the internal certification program is part of your career development.

Key Responsibilities:

- Manage and grow an assigned portfolio of business banking members
- Develop business through community networking and sales strategies




- Provide advisory services and referrals to product specialists
- Conduct annual reviews of member accounts
- Address delinquent accounts with appropriate actions

Requirements:

- Bachelor’s Degree in Business or related field
- Minimum 4 years of commercial lending experience
- Mutual Funds License mandatory
- Strong communication and organizational skills
- Proficiency in Microsoft Office applications

Deliver exceptional service and grow your banking career in Surrey with Tru Cooperative Bank.

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📌 Business Banking Advisor in Surrey
🏢 First West Credit Union
📍 Surrey