Penticton Member Advisor Position

Penticton Member Advisor Position

04 Aug
|
Valley First
|
Penticton

04 Aug

Valley First

Penticton

Enhance your career as a Member Advisor at Tru Cooperative Bank in Penticton. Deliver exceptional member service through meaningful financial conversations and assist with digital banking setups. In this front line role, you will connect with members, identifying their needs, and delivering tailored financial solutions.

The Member

Advisor builds robust relationships, processes transactions, and promotes digital banking adoption. Achieving sales targets and providing top-notch service are hallmarks of this position, allowing you to contribute significantly to branch success. Key Responsibilities:

- Build strong relationships with members and clients
- Process personal and business account transactions




- Promote Tru Cooperative Bank products effectively
- Assist members with online banking and digital tools
- Collaborate with team members to meet branch goals Requirements:
- High School Diploma or equivalent required
- 2 years retail or customer service experience
- Strong interpersonal and sales skills
- Ability to work in a dynamic environment
- Proficiency in Microsoft Office applications Utilize your customer service and interpersonal skills to deliver financial solutions and build lasting relationships at Tru Cooperative Bank.

📌 Penticton Member Advisor Position
🏢 Valley First
📍 Penticton

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