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 recent 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.

📌 Tru Cooperative Bank Business Banking Advisor Surrey
🏢 Envision Financial
📍 Surrey