Financial Advisor at Tru Cooperative Bank

Location: Keremeos

Drive financial success at Tru Cooperative Bank as a Financial Advisor in Keremeos. This role engages with members, offering personalized deposit and lending solutions tailored to their life cycles.

As a Financial Advisor, you'll build lasting relationships with members, providing expert advice on a broad range of products. You'll handle complex transactions like personal loans and investments, while supporting branch goals through active promotions. Your proactive approach will create referrals and cross-sell opportunities.

Key Responsibilities:

• Build strong relationships with current and potential members

• Process complex member transactions efficiently

• Promote TCB products through branch campaigns

• Manage administrative duties effectively

• Collaborate with branch leadership to meet goals

Requirements:

• College/Tech School Diploma or equivalent experience

• Mutual Funds License required; PFP is an asset

• 2 years as a Member Advisor or equivalent

• Strong organizational and problem-solving skills

• Proficient in Microsoft Office and banking software

Utilize your advising skills to enhance member experiences at Tru Cooperative Bank in Keremeos.
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