Tru Cooperative Senior Financial Advisor

Position: Tru Cooperative Senior Financial Advisor Opening
Join Tru Cooperative Bank in Duncan as a Senior Financial Advisor, providing comprehensive services that cater to members’ financial well-being. Build relationships and identify financial solutions tailored for each individual.

This role focuses on a portfolio of members with investible assets of $100,000 to $250,000. You will be responsible for proactive member interactions, managing complex transactions, and ensuring compliance with bank standards. Moreover, you will play a significant role in supporting branch goals and mentoring staff on financial offerings.

Key Responsibilities:

• Identify financial needs through member relationships

• Conduct a range of complex financial transactions

• Promote Tru Cooperative Bank products to reach objectives

• Train branch staff on investment and lending services

• Prioritize exceptional member experiences and solutions

Requirements:

• Two-year diploma in a related field or equivalent

• Necessary Mutual Funds License

• Minimum 2-3 years in Financial Advisory roles

• Proven sales success in financial services

• Software proficiency in banking applications

Utilize your experience in financial advising while contributing to community and member success at Tru Cooperative Bank.
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