Tru Cooperative Senior Financial Consultant

Location: Hope

Become a Senior Financial Consultant at Tru Cooperative, where your expertise meets exceptional service. Help our members navigate their financial journeys with personalized advice.

In your role, you'll engage with members to assess their financial stages and deliver solutions across a full spectrum of investment and lending services. Your efforts will enhance member satisfaction while meeting branch goals through productive member engagement and team mentorship. Drive sales while maintaining a collaborative branch atmosphere.

Key Responsibilities:

• Cultivate lasting relationships with members throughout their financial journey

• Conduct diverse member transactions, including investment accounts

• Contribute to branch success by promoting product offerings

• Mentor staff in lending and investment knowledge

• Address member inquiries effectively during management’s absence

Requirements:

• College or Technical Diploma plus relevant experience

• Mandatory Mutual Funds License and completion of course

• 2-3 years of experience as a Financial Advisor

• Substantial sales achievements in retail investment

• Proficiency in financial software applications

Utilize your financial knowledge and relationship-building skills to elevate member experiences at Tru Cooperative.
#J-18808-Ljbffr