Excel as a Senior Financial Advisor with Tru Cooperative Bank, delivering exceptional financial services. Focus on investment, lending, and member relationship management to drive success.
In this pivotal role, you will provide expert financial advice tailored to a diverse member portfolio, ensuring their needs are met through personalized service. Your role will not only involve advisory responsibilities but also actively promoting products and achieving the branch's financial goals. Building a strong presence in the community is key to this position.
Key Responsibilities:
• Identify member life stages and financial needs
• Process complex transactions swiftly
• Support branch goals through proactive engagement
• Mentor staff on lending and investment products
• Foster community relationships through excellent service
Requirements:
• Requires Mutual Funds License and financial certification
• 2-3 years in advisory capacity preferred
• Success in retail...