Embrace the role of a Member Advisor at Tru Cooperative Bank in Penticton, delivering front-line financial service and empowering members. Connect through insightful conversations to enhance member literacy.
In this integral role, you will identify member needs and provide tailored financial guidance. You will process a full range of banking transactions, boosting online banking engagement and overall satisfaction. Playing a part in achieving branch goals and supporting a collaborative team culture is essential.
Key Responsibilities:
• Deliver exceptional service by understanding member needs
• Handle account transactions and inquiries with care
• Drive digital banking adoption among members




• Help achieve branch goals through product promotions
• Keep up with best practices and industry changes
Requirements:
• High School Diploma or equivalent education required
• Minimum 2 years of retail or service experience
• Proven relationship-building and sales skills
• Capability to adapt and thrive in a quick-paced setting
• Familiarity with Microsoft Office tools
Bring your skills in customer service and financial advising to enrich member experiences at Tru Cooperative Bank.
#J-18808-Ljbffr

📌 Member Advisor at Tru Cooperative Bank (Penticton)
🏢 Valley First
📍 Penticton