Tru Cooperative Bank Senior Financial Advisor

Location: Oliver

Embrace the opportunity to impact members’ lives as a Senior Financial Advisor at Tru Cooperative Bank. Deliver exceptional financial solutions while managing a diverse portfolio.

In this senior role, you will assess your members’ financial situations and provide tailored advice, overseeing complex transactions including loans and investments. Collaboration with your peers and mentorship of branch staff will also be part of your responsibilities, driving value both for members and your team. Your expertise will enhance branch goals and member satisfaction.

Key Responsibilities:

• Assess member needs and provide financial advice

• Manage diverse member transactions effectively

• Contribute to branch’s annual goals and campaigns

• Mentor other branch employees on financial services

• Align daily tasks to enhance member experience

Requirements:

• 2-3 years of experience in financial advisory roles

• Must possess a Mutual Funds License

• PFP designation is a plus

• Strong sales history in lending and investments

• Skilled in computer applications and banking software

Drive financial success for members as a Senior Financial Advisor at Tru Cooperative Bank.
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