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 Licens...