Drive your career forward as a Business Banking Advisor with Tru Cooperative Bank, focusing on the Mission and Abbotsford branches. Manage diverse portfolios while enhancing client relationships and sales.

As a Business Banking Advisor, you'll oversee a portfolio while ensuring members receive outstanding banking and wealth management services. This position calls for proactive outreach efforts to establish new business opportunities, alongside ongoing client advisory services that meet members' financial concerns. Your contribution will directly impact branch goals and community connections.

Key Responsibilities:



• Manage and grow an existing portfolio of business clients • Develop community contacts for current referral opportunities • Provide tailored advisory services to business banking members • Achieve sales and growth targets through strategic planning • Conduct annual account reviews to ensure compliance

Requirements: • Bachelor's Degree in Business or equivalent experience • Experience in retail or commercial lending (4 years preferred) • Mutual Funds License required for the role • Strong relationship and communication skills • Proficient in Microsoft Office applications

Bring your relationship-focused approach to Tru Cooperative Bank and become a vital part of our community. #J-18808-Ljbffr

📌 Advisor Role in Business Banking Growth (Winnipeg)
🏢 Envision Financial
📍 Winnipeg