We are currently seeking afull-time Business Banking Advisor to join our team in Surrey.

Here’s what would be included as a part of your typical day

1. Business Development: Develops and executes long term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicits new business by pursuing, establishing and maintaining community contacts and networks with external business organizations and individuals to generate recent business and/or referrals.
2. Portfolio Management:



Manages and grows an existing portfolio of business banking members; and their associated personalbanking and wealth management needs; builds long term relationships with existing members; conducts annual reviews on accounts within the assigned portfolio and ensures all terms and conditions of credit are being met. Engages with members, through interviews and other meetings, to identify their current and future financial needs and concerns.
3. Sales and Service Strategy: Provides ongoing advisory services to business banking members; initiates referrals to productspecialist as required; achieves or exceeds sales and growth targets.
Utilizes the Day in the Life as a guideline to prioritize and manage schedules
- to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative

📌 Business Banking Advisor (Surrey)
🏢 First West Credit Union
📍 Surrey