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 membersProactively seek business development opportunitiesConduct financial needs assessments for clientsInitiate necessary actions for delinquent accountsCollaborate with product specialists for comprehensive serviceRequirements:Bachelor's Degree or equivalent combination of experienceFour years of related lending experienceMutual Funds License is mandatoryStrong proficiency in MS Office ApplicationsExcellent communication and organizational skillsCapitalize on your advisory skills to support business banking success at Tru Cooperative Bank.

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