Financial Member Advisor Role Victoria

Financial Member Advisor Role Victoria

08 Aug
|
Island Savings
|
Victoria

08 Aug

Island Savings

Victoria

Join the Jubilee Branch of Tru Cooperative Bank in Victoria as a Financial Member Advisor. Focus on member engagement and enhancing digital banking literacy. Your main duties will include providing personalized financial advice based on members' life stages and processing transactions for personal and business accounts.

You will enhance the digital banking experience through effective guidance and support branch goals by promoting products and services. Your proactive approach will create stronger ties with the community. Key Responsibilities:
Identify member needs and provide tailored financial solutions
Handle all member transactions with precision
Drive digital adoption by directing members to online resources




Actively participate in achieving branch sales goals
Engage in process improvements and team support initiatives Requirements:
High School Diploma or equivalent experience required
Minimum of 2 years in retail or customer service
Excellent interpersonal skills for effective customer relationships
Comfortable using Microsoft Office tools
Adaptable and adaptable to a energetic work setting Elevate member experience by connecting their needs with effective financial solutions as a Member Advisor at Tru Cooperative Bank.

📌 Financial Member Advisor Role Victoria
🏢 Island Savings
📍 Victoria

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