Customer-Focused Financial Advisor

Join Tru Cooperative Bank as a Financial Advisor and make a difference in members' financial well-being. Your expertise will play a pivotal role in guiding members through complex financial needs.
This position entails building strong relationships with members and offering tailored advice according to their financial life stages. As a Financial Advisor, you will manage member accounts, process various transactions, and promote a full suite of Tru Cooperative products. Achieving branch sales targets while providing remarkable service is essential.
Key Responsibilities:
• Build and maintain strong relationships with members
• Process a range of member financial transactions
• Promote bank products and assist in cross-selling opportunities
• Complete loan applications and administrative support
• Align with branch goals through proactive member service
Requirements:
• College diploma in finance or a related field
• Minimum 2 years as a Member Advisor or equi...