Elevate your career as a Business Banking Advisor at Tru Cooperative Bank in Surrey. This role is integral in managing business member portfolios and providing comprehensive banking solutions.

We are seeking a dedicated Business Banking Advisor for our Newton and Fleetwood locations. You will be responsible for portfolio management, developing long-term relationships with clients, and proactively driving new business initiatives. Your role includes advising on retail banking and wealth management, ensuring members receive personalized, high-quality service.

Key Responsibilities:



• Manage and grow an assigned portfolio of banking members • Proactively seek business development opportunities • Conduct financial needs assessments for clients • Initiate necessary actions for delinquent accounts • Collaborate with product specialists for comprehensive service

Requirements: • Bachelor’s Degree or equivalent combination of experience • Four years of related lending experience • Mutual Funds License is mandatory • Solid proficiency in MS Office Applications • Excellent communication and organizational skills

Capitalize on your advisory skills to support business banking success at Tru Cooperative Bank. #J-18808-Ljbffr

📌 Tru Cooperative Bank Business Banking Advisor (Winnipeg)
🏢 Envision Financial
📍 Winnipeg