Financial Member Advisor At Tru Cooperative Bank Chilliwack

Financial Member Advisor At Tru Cooperative Bank Chilliwack

10 Sep
|
Envision Financial
|
Chilliwack

10 Sep

Envision Financial

Chilliwack

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 strong, 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
• Robust interpersonal skills for member interactions
• Ability to thrive in a agile workplace
• 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 Chilliwack
🏢 Envision Financial
📍 Chilliwack

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