Job Description
Tru Cooperative Bank is looking for an Experienced Senior Financial Advisor to enhance member satisfaction through tailored investment and lending solutions. Your expertise will guide clients through their financial journeys with confidence.
In this role, you will manage a diverse portfolio of clients, typically between $100,000 to $500,000 in investible assets. With strong relationship-building skills, you'll identify financial needs throughout various life stages and provide expert recommendations or referrals as required.
Key Responsibilities:
• Establish strong rapport with members for effective financial advising
• Facilitate member transactions across diverse financial products
• Drive branch targets through effective service promotion
• Guide branch staff in product knowledge and issue resolution
• Undertake additional duties that align with branch objectives
Requirements:
• Relevant college diploma or technical certification in finance
• Required M...
In this role, you will manage a diverse portfolio of clients, typically between $100,000 to $500,000 in investible assets. With strong relationship-building skills, you'll identify financial needs throughout various life stages and provide expert recommendations or referrals as required.
Key Responsibilities:
• Establish strong rapport with members for effective financial advising
• Facilitate member transactions across diverse financial products
• Drive branch targets through effective service promotion
• Guide branch staff in product knowledge and issue resolution
• Undertake additional duties that align with branch objectives
Requirements:
• Relevant college diploma or technical certification in finance
• Required M...