Member Advisor (Oliver Branch) Full-Time

Job Description We are currently seeking a full‑time Member Advisor to join our team in Oliver. The Member Advisor is often the first point of contact for our members and plays a key role in creating a positive experience. This role focuses on listening carefully, understanding each member’s needs, and providing friendly, accurate support. The Member Advisor helps members with everyday banking, answers questions, supports them with online and digital banking platforms, and connects them with the right advisor or product when needed, ensuring each member feels confident, supported, and well looked after.

Typical Day Responsibilities

Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. Triages member questions and needs through to online banking where appropriate.

Member Transactions: Processes a full range of member transactions including opening personal or business accounts, debit/credit cards, and deposits. Directs members to appropriate digital channels and increases digital banking adoption as per branch goal. Achieves established individual sales and referral targets.

Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participates in branch campaigns, and actively seeks potential cross‑sell and/or referral opportunities during interaction with members or potential members.

Other Responsibilities: Remains up to date on emerging trends, regulatory changes and industry best practices as well as participates in process improvement opportunities to protect the interests of the organization. Strives to meet and exceed service level agreements and productivity targets. Performs other duties as required by branch leadership. 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.

Branch/Team Support: Participates fully as a team member, helps build a positive and diverse work environment, willingly assists and mentors others in the completion of work activities, and addresses communication issues efficiently.

Required Skills, Experience&Qualifications

High School Diploma or equivalent education and/or experience required; College, Trade or Tech School Diploma (2 years) is an asset.

Completion of Tru Cooperative Sales Essentials Course, within 6 months of hire required.

Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe.

2 years of retail/customer service experience or equivalent required.

Sales and cash handling experience preferred.

Demonstrated ability to identify needs and recommend products and services to members.

Strong interpersonal skills and ability to build relationships with current and potential members.

Demonstrated ability to be positive, flexible to change and work in a busy environment.

Proficient in computer software programs e.g. Microsoft Office.

Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Benefits

Mental health coverage and resources.

Customizable health benefits, as well as topped‑up parental leave.

Performance‑based compensation, employee banking advantages and group RRSP matching.

Vacation time and flexible work arrangements to support your lifestyle.

Diversity, Equity, Inclusion&Belonging At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee‑led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity‑deserving groups to apply for a career with us, including women or non‑binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

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