Senior Financial Advisor at Tru Cooperative Bank

Elevate your financial advisory career with Tru Cooperative Bank as a Senior Financial Advisor. Deliver exceptional service to a diverse portfolio while offering investment and lending solutions.

In this senior role, you'll manage a portfolio of members with investible assets from $100,000 to $500,000. This position requires you to offer tailored financial advice based on each member's life stage and needs, while also mentoring branch employees in financial products. Proactive engagement is essential to meet branch goals and build strong member relationships.

Key Responsibilities: • Build relationships with current and potential members • Manage member transactions, including complex lending services • Promote TCB products during member interactions • Mentor branch employees on financial products • Prioritize tasks to enhance member experience

Requirements: • College/Tech Diploma or equivalent experience • Mutual Funds License required • 2-3 years in a Financ...