Become a Financial Member Advisor with Tru Cooperative Bank, enhancing member service through tailored financial conversations. Assist with digital banking and build lasting relationships as you drive success at the branch.
In this member-facing role, your primary focus is to deliver exceptional service by addressing member needs with precision. You will facilitate transactions, provide valuable financial advice, and cultivate robust member relationships through effective communication. Supporting branch initiatives and goals is key to thriving in this dynamic environment.
Key Responsibilities:
• Deliver personalized financial advice based on member needs
• Process transactions for new accounts and banking requests
• Encourage digital channel adoption among members




• Actively participate in branch campaigns and sales targets
• Remain updated on regulatory and industry standards
Requirements:
• Required: High School Diploma or equivalent
• Experience in retail or customer service (2 years)
• Strong ability to identify and meet member needs
• Proficiency in computer software, e.g., Microsoft Office
• Flexibility to adapt to changing priorities
Provide top-tier member service and drive digital engagement as a Financial Member Advisor at Tru Cooperative Bank.
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📌 Financial Member Advisor Role (Mission)
🏢 Envision Financial
📍 Mission