13 Aug
|
Envision Financial
|
British Columbia
13 Aug
Envision Financial
British Columbia
Elevate your career as a Financial Member Advisor at Tru Cooperative Bank's Sardis Branch in Chilliwack. This position emphasizes member engagement, financial guidance, and digital banking support.
As a Member Advisor, you will be instrumental in building robust, trusting relationships with members, helping them navigate their financial journeys. You will address inquiries, assist in setting up online banking, and deliver tailored financial solutions. Your role will also involve processing a wide range of transactions, contributing to branch goals, and participating in team efforts for optimal service delivery.
Key Responsibilities:
• Deepen member relationships through personalized financial conversations
• Handle various member transactions with accuracy
• Achieve sales and referral targets by promoting products
• Stay informed on regulatory changes and solutions
• Collaborate within a diverse team to support objectives
Requirements:
• High School Diploma or equivalent experience
• Minimum 2 years in retail/customer service roles
• Strong interpersonal skills for member interactions
• Ability to thrive in a dynamic environment
• Proficiency in Microsoft Office applications
Join Tru Cooperative Bank to utilize your relationship-building skills while empowering members with financial knowledge.
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📌 Financial Member Advisor at Tru Cooperative Bank (British Columbia)
🏢 Envision Financial
📍 British Columbia