Tru Cooperative Financial Advisor Position

Elevate your career as a Senior Financial Advisor at Tru Cooperative Bank. Provide tailored financial services and foster strong relationships with a diverse membership base.
In this senior role, you will offer comprehensive investment and lending solutions while managing a significant member portfolio. Key responsibilities include processing transactions, mentoring branch staff, and achieving sales targets. Your expertise is essential in supporting both member needs and branch goals, ensuring an exceptional service experience.
Key Responsibilities:
• Build relationships by understanding member life stages
• Process complex transactions, including debit/credit accounts
• Achieve branch goals through active product promotion
• Mentor staff on lending and investment solutions
• Prioritize member experience through effective schedule management
Requirements:
• Appropriate diploma or related experience
• Mandatory Mutual Funds License
• 2–3 years in financi...