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About the Role
Become a Financial Advisor at Tru Cooperative Bank's Sardis Branch in Chilliwack. Drive member satisfaction through excellent service and customized financial solutions.
In this pivotal role, you will engage with members, delivering a full spectrum of deposit, investment, and lending services tailored to their needs. You will be responsible for managing a portfolio while identifying members' financial stages. Additionally, you'll support branch initiatives by promoting services and achieving sales targets.
Key Responsibilities:
• Cultivate relationships with members to understand their financial needs
• Execute complex transactions related to loans, accounts, and investments
• Participate in promoting branch goals and collaboration campaigns
• Administer various support tasks as needed for operations
• Ensure a consistent and remarkable experience for all members
Requirements:
• Minimum 2 years in a Member Advisor role or equivalent
• College diploma or re...
In this pivotal role, you will engage with members, delivering a full spectrum of deposit, investment, and lending services tailored to their needs. You will be responsible for managing a portfolio while identifying members' financial stages. Additionally, you'll support branch initiatives by promoting services and achieving sales targets.
Key Responsibilities:
• Cultivate relationships with members to understand their financial needs
• Execute complex transactions related to loans, accounts, and investments
• Participate in promoting branch goals and collaboration campaigns
• Administer various support tasks as needed for operations
• Ensure a consistent and remarkable experience for all members
Requirements:
• Minimum 2 years in a Member Advisor role or equivalent
• College diploma or re...
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