Senior Financial Advisor at Tru Cooperative

Advance your financial services career as a Senior Financial Advisor at Tru Cooperative Bank. This role focuses on investment and lending services while engaging high-value clients to address their financial needs.

In this senior role, you will provide exceptional service and manage complex transactions within your assigned portfolio. Assess member needs and guide them based on their life stages, ensuring they receive the best advice or referrals. Your contributions will enhance branch performance and foster valuable community relationships while mentoring junior staff.

Key Responsibilities:

• Develop relationships and assess financial needs of members

• Execute member transactions for loans and accounts

• Drive sales and referrals to meet branch targets

• Provide guidance and mentorship to staff

• Align efforts to ensure a consistent member experience

Requirements:

• College Diploma in related discipline or equivalent experience

• Required Mutual Funds License and internal certification

• 2-3 years as a Financial Advisor or equivalent

• Outstanding sales performance in retail financial services

• Proficient in Microsoft Office and industry software

Enhance your advisory skills and member experience at Tru Cooperative Bank.
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