Vernon Financial Member Advisor Role

Vernon Financial Member Advisor Role

20 Sep
|
Valley First
|
Vernon

20 Sep

Valley First

Vernon

Become a vital member of the team at Tru Cooperative Bank in Vernon as a Member Advisor, where you will facilitate meaningful financial conversations and enhance member digital experiences. This full time position revolves around delivering exceptional service and understanding each member’s unique financial needs. As a Member Advisor, you'll assist with online banking setup and foster long-term relationships through personalized guidance, ensuring members have access to the right financial resources.

Key Responsibilities:

- Foster strong relationships by understanding member life stages
- Handle a variety of member transactions seamlessly
- Drive digital banking adoption in alignment with branch goals
- Participate in enhancing service levels and team objectives
- Maintain awareness of regulatory changes and best practices Requirements:
- High School diploma or equivalent required
- Minimum of 2 years in customer service or retail
- Sales and cash handling experience is a plus
- Proven ability to relate well to members and build rapport
- Proficient in MS Office and relevant software Leverage your expertise in customer service and finance to enrich the member experience at Tru Cooperative Bank.

📌 Vernon Financial Member Advisor Role
🏢 Valley First
📍 Vernon

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