Tru Cooperative Senior Financial Advisor

Join Tru Cooperative Bank as a Senior Financial Advisor and elevate your career in investment and lending services. Focus on providing exceptional service to high-value clients based on their financial needs.

As a Senior Financial Advisor, you will manage an assigned portfolio while engaging members to assess their financial situations.

Your role supports branch goals and contributes to community relationships by ensuring excellent advisory services. Additionally, you will mentor colleagues to elevate their skills as well.

Key Responsibilities:

• Develop relationships and assess financial needs of members

• Execute member transactions, including 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 comparable experience

• Required Mutual Funds License and internal certification

• 2-3 years as a Financial Advisor or equivalent

• Outstanding sales performance in retail financial services

• Skilled in Microsoft Office and industry-specific software

Contribute to member satisfaction and branch success at Tru Cooperative Bank.
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