Join Tru Cooperative Bank as a Business Banking Advisor, specializing in the Mission and Abbotsford regions. This role is pivotal for managing business banking portfolios and fostering client relationships.

In this position, you will oversee a portfolio of business banking members, focusing on their retail and wealth management requirements. Your responsibilities encompass business development, strategic advisory services, and achieving sales targets to enhance departmental success.

Key Responsibilities:
• Execute sales plans to attract and retain business clients
• Build solid relationships with existing business banking members
• Provide tailored financial advice to meet clients' needs




• Complete annual reviews to ensure compliance with terms
• Manage risk by addressing delinquent accounts proactively

Requirements:
• Bachelor's Degree in Business or relevant experience
• Must achieve TCB certification within the timeframe
• Mutual Funds License is mandatory
• 4 years of experience in retail or commercial lending
• Excellent communication and organizational skills

Utilize your relationship-building skills and sales acumen to drive growth as a Business Banking Advisor at Tru Cooperative Bank.
#J-18808-Ljbffr

📌 Advisor for Business Banking Roles (British Columbia)
🏢 First West Credit Union
📍 British Columbia