Achieve professional growth as a Business Banking Advisor with Tru Cooperative Bank, specializing in the Mission and Abbotsford areas. Drive business development while managing a diverse client portfolio.
In this pivotal role, you'll be responsible for maintaining and expanding a portfolio of business banking members. You'll work closely with clients to understand their financial needs while implementing effective sales and service strategies aimed at achieving branch goals. Building strong community networks is vital for generating new business and referrals.
Key Responsibilities:
• Develop and execute sales plans to retain and attract business
• Build and maintain long-term relationships with clients
• Provide ongoing advisory services to members




• Ensure compliance with credit terms and conditions
• Manage risk and recommend actions for delinquent accounts
Requirements:
• Bachelor's Degree in Business or equivalent experience
• 4 years’ experience in retail or commercial lending
• Must have Mutual Funds License
• Strong organizational and time management skills
• Proven ability to develop successful business relationships
Leverage your advisory skills to foster robust client relationships and support business growth at Tru Cooperative Bank.
#J-18808-Ljbffr

📌 Business Banking Advisor at Tru Cooperative Bank (Mission)
🏢 Envision Financial
📍 Mission