Job Description
Become a vital Financial Advisor at Tru Cooperative Bank in Tsawwassen, where you will champion exceptional customer service and engage with your community. The role emphasizes member life-cycle support and diverse financial solutions.
In this role, you'll manage a portfolio of members, providing insight into their financial needs through tailored advice and a full suite of banking services. Your proactive approach in executing transactions and promoting branch products will significantly contribute to achieving sales goals while strengthening community ties.
Key Responsibilities:
• Nurture relationships with members and potential clients
• Execute complex transactions including account openings and loans
• Support annual branch goals through targeted promotions
• Conduct various administrative tasks required by the branch
• Engage with the community to establish a robust presence
Requirements:
• 2 years in a Member Advisor or relevant capacity
• Necessary...
In this role, you'll manage a portfolio of members, providing insight into their financial needs through tailored advice and a full suite of banking services. Your proactive approach in executing transactions and promoting branch products will significantly contribute to achieving sales goals while strengthening community ties.
Key Responsibilities:
• Nurture relationships with members and potential clients
• Execute complex transactions including account openings and loans
• Support annual branch goals through targeted promotions
• Conduct various administrative tasks required by the branch
• Engage with the community to establish a robust presence
Requirements:
• 2 years in a Member Advisor or relevant capacity
• Necessary...
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