Tru Cooperative Bank Financial Advisor

Elevate your career with Tru Cooperative Bank as a Financial Advisor. Provide expert financial guidance and outstanding service to meet diverse member needs while managing a portfolio effectively.
In this role, you will build strong relationships with current and potential members and deliver comprehensive deposit, investment, and lending solutions. You'll process complex transactions, meet sales targets, and promote TCB products proactively. This position demands proficiency in customer service and financial advisory, along with the ability to prioritize tasks and offer an exceptional experience.
Key Responsibilities:
• Build relationships with members, providing personalized financial advice
• Process complex lending transactions and investment products
• Support branch goals through active promotion of services
• Handle administrative tasks such as loan applications and follow-ups
• Maintain a focus on continuous improvement in member experience
Requirements:...