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 current 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
Robust 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