Enhance member relationships at Tru Cooperative Bank as a Member Advisor. Deliver personalized financial advice and foster digital banking literacy to drive member satisfaction and referrals. This role is pivotal for building strong connections with members through understanding their financial needs.
As a Member Advisor, you will process various transactions and provide tailored financial solutions based on members' life stages. Your goal is to support branch objectives and improve member engagement through effective communication and service. Key Responsibilities:
- Build relationships with members and identify their financial needs
- Process personal and business account transactions accurately
- Promote digital banking solutions and increase member adoption
- Contribute to achieving branch goals and referral opportunities
- Stay informed on industry trends and best practices Requirements:
- High School Diploma or equivalent is required
- 2 years of retail or customer service experience
- Strong interpersonal and relationship-building skills
- Proficient in Microsoft Office
- Ability to adapt in a busy workplace Drive member satisfaction and support financial growth as a Member Advisor at Tru Cooperative Bank.
📌 Member Advisor at Tru Cooperative Bank (Mission)
🏢 Envision Financial
📍 Mission
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