Financial Member Advisor at Tru Cooperative (Delta)

Financial Member Advisor at Tru Cooperative (Delta)

31 Jul
|
Envision Financial
|
Delta

31 Jul

Envision Financial

Delta

Become a Member Advisor at Tru Cooperative Bank's Ladner Branch and enhance member experiences through expert financial consulting and outstanding service. Focus on boosting digital banking literacy among clients.
As a Member Advisor, your main objective is to identify and address member financial needs with tailored advice. You'll handle transactions for personal and business accounts, while championing digital solutions that elevate customer experience. Your role supports overall branch performance and encourages member engagement through referrals and cross-selling opportunities.
Key Responsibilities:
• Identify member needs and provide personalized financial solutions
• Process member transactions, from account openings to deposits
• Promote use of digital banking channels among members




• Achieve sales and referral targets to meet branch objectives
• Engage in team collaboration and mentorship for a positive workplace
Requirements:
• High School Diploma required; additional qualifications are beneficial
• 2 years of retail/customer service experience is necessary
• Must complete Tru Cooperative training within specified time
• Sales acumen and cash handling experience preferred
• Solid interpersonal skills and computer proficiency are essential
Empower members with smart financial advice and digital solutions in your role at Tru Cooperative Bank in Ladner.
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📌 Financial Member Advisor at Tru Cooperative (Delta)
🏢 Envision Financial
📍 Delta

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