Vernon Financial Member Advisor Role

Vernon Financial Member Advisor Role

25 Sep
|
Valley First
|
Vernon

25 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 robust relationships by understanding member life stagesHandle a variety of member transactions seamlesslyDrive digital banking adoption in alignment with branch goalsParticipate in enhancing service levels and team objectivesMaintain awareness of regulatory changes and best practicesRequirements:High School diploma or equivalent requiredMinimum of 2 years in customer service or retailSales and cash handling experience is a plusProven ability to relate well to members and build rapportProficient in MS Office and relevant softwareLeverage 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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