Join Tru Cooperative Bank as a Mobile Member Advisor, providing exceptional services to members in Surrey and Tsawwassen. This role emphasizes member transactions and financial guidance in multiple branches.
We are looking for a Mobile Member Advisor to join our team at Tru Cooperative Bank, focusing on exceptional member service and financial solutions. You will handle transactions and offer support while achieving branch sales goals. Additionally, your role includes cross-selling Tru Cooperative products and facilitating connections with advisors.
Key Responsibilities:
• Deliver outstanding service to both current and potential members
• Manage member transactions, including withdrawals and deposits
• Actively promote financial products and services




• Handle administrative tasks such as treasury balancing
• Provide branch support and manage member scheduling
Requirements:
• High School Diploma or equivalent
• At least 2 years of retail or customer service experience
• Experience in sales and cash transactions desired
• Excellent interpersonal and communication skills
• Proficient in relevant software applications
Contribute to the success of Tru Cooperative by enhancing member relationships through effective solutions.
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📌 Tru Cooperative Mobile Member Advisor Surrey
🏢 Envision Financial
📍 Surrey