Tru Cooperative Bank Financial Advisor

Join Tru Cooperative Bank as a Financial Advisor in South Point, delivering tailored financial advice and exceptional service to members. Drive financial success while managing member portfolios effectively.

This position is essential for developing strong member connections and identifying specific financial needs. By providing comprehensive loan and investment solutions, you will play a critical role in achieving branch goals and enhancing client satisfaction. Your administrative skills will support ongoing operations in line with banking standards.

Key Responsibilities:

• Cultivate member relationships for tailored solutions

• Handle complex transactions, including personal loans

• Actively promote bank products to increase market share

• Execute necessary administrative duties efficiently

• Contribute to branch goals and community engagement

Requirements:

• Diploma in finance or related field

• Necessary Mutual Funds License; PFP preferred

• 2 years experience as a Member Advisor

• Strong problem-solving and prioritizing ability

• Familiarity with Microsoft Office and banking tools

Become a key driver of success at Tru Cooperative Bank through member-focused financial advising.
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