Expert Financial Advisor Tru Cooperative

Position: Expert Financial Advisor with Tru Cooperative
Tru Cooperative Bank requires an Expert Financial Advisor who excels in member relations and complex financial transactions. Cultivate a strong portfolio of clients and provide customized financial advice.

You will leverage your experience to advise members based on their life stages, ensuring they receive the financial services they need. This role involves managing high-value client accounts, processing various transactions, and mentoring junior staff in financial products. Your success will contribute to achieving branch objectives through proactive member engagement.

Key Responsibilities:

• Identify members' financial needs and provide suitable advice

• Manage member portfolios with assets valued up to $500,000

• Support annual goals through effective product promotion

• Mentor colleagues on investment and lending products

• Prioritize member engagement and service excellence

Requirements:

• Diploma or equivalent experience in finance

• Mutual Funds License and completion of in-house certification

• 2-3 years' experience in a Financial Advisor role

• Proven track record in sales and member relationship building

• Competent in Microsoft Office and banking software

Make an impact as an Expert Financial Advisor at Tru Cooperative, guiding members to financial success.
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