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
• Robust proficiency in MS Office Applications
• Excellent communication and organizational skills
Capitalize on your advisory skills to support business banking success at Tru Cooperative Bank.
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📌 Tru Cooperative Bank Business Banking Advisor (Surrey)
🏢 Envision Financial
📍 Surrey