Member Advisor at Tru Cooperative Bank (British Columbia)

Member Advisor at Tru Cooperative Bank (British Columbia)

18 Sep
|
First West Credit Union
|
British Columbia

18 Sep

First West Credit Union

British Columbia

Elevate member experiences in Vernon as a full-time Member Advisor at Tru Cooperative Bank. Engage in financial conversations to tailor services for each member's unique needs.

As a vital member of the team, you will identify member life stages and provide personalized financial advice or referrals. Your role emphasizes enhancing digital literacy and encouraging online banking adoption while achieving sales targets. Take part in proactive campaigns to promote Tru Cooperative Bank's products and services, all while ensuring compliance with industry standards.

Key Responsibilities:
• Build relationships with current and potential members
• Process transactions, including account openings and deposits
• Support branch goals through product promotion




• Participate in continuous career development
• Foster a positive team environment and mentorship

Requirements:
• High School Diploma is required; post-secondary education is an asset
• 2 years of retail/customer service experience
• Sales and cash handling experience preferred
• Strong interpersonal and relationship-building skills
• Proficiency in software including Microsoft Office

Contribute to a remarkable member experience while advancing your career at Tru Cooperative Bank in Vernon.
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📌 Member Advisor at Tru Cooperative Bank (British Columbia)
🏢 First West Credit Union
📍 British Columbia

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