Embark on an exciting journey as a Senior Financial Advisor at Tru Cooperative Bank. Deliver specialized advice in investments, deposits, and complex lending services to cultivate member success.

As a Senior Financial Advisor, you'll manage a portfolio with assets totaling between $100,000 and $500,000, ensuring each member receives personalized financial guidance. Support branch objectives while building strong, trust-based relationships through proactive engagement and tailored solutions. Your role will also involve training and mentoring colleagues in investment products.

Key Responsibilities: • Cultivate relationships with members and provide tailored advice • Facilitate complex financial transactions with accuracy • Drive sales and achieve branch financial goals • Mentor branch staff on lending and investment • Organize daily priorities for optimal service delivery

Requirements: • Relevant college diploma or equivalent experience • Mutual Funds License r...