Expert Financial Advisor at Tru Cooperative Bank

Location: Hope

Drive financial excellence as an Expert Financial Advisor at Tru Cooperative Bank in Hope. Focus on customer service while managing a portfolio of valued members with diverse financial needs.

You will be responsible for offering personalized financial advice to members, maintaining strong client relationships, and processing a variety of transactions, including investment and lending products. Supporting branch success through proactive engagement and mentorship of staff on product services will also be key to this role.

Key Responsibilities:

• Cultivate strong relationships by understanding member stages

• Facilitate complex financial transactions for clients

• Meet annual sales referral goals by promoting bank products

• Mentor other employees in financial product knowledge

• Deliver consistent and exceptional customer experiences

Requirements:

• Diploma from college or tech school, or equivalent experience

• Active Mutual Funds License and completion of certification

• Track record of successful financial advising

• Self-starter with problem-solving capabilities

• Expertise in Microsoft Office and banking applications

Utilize your financial acumen to make a significant difference for members at Tru Cooperative Bank.
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