Job Description
Elevate your career as a Senior Financial Advisor at Tru Cooperative Bank, where you’ll deliver tailored financial solutions and exceptional service to members. Focus on investment, deposit, and lending services for a thriving clientele.
This pivotal Senior Financial Advisor role requires in-depth knowledge of member life stages to recommend financial products effectively. Manage a diverse portfolio with investible assets ranging from $100,000 to $500,000, and mentor junior staff in lending and investment processes. Your expertise will directly impact the branch's sales goals through relationship building and proactive member engagement.
Key Responsibilities: • Build strong relationships with current and potential members • Guide complex member transactions from loans to accounts • Promote products and services to achieve branch targets • Mentor staff and provide support in member transactions • Prioritize daily activities to enhance member experience
Require...
This pivotal Senior Financial Advisor role requires in-depth knowledge of member life stages to recommend financial products effectively. Manage a diverse portfolio with investible assets ranging from $100,000 to $500,000, and mentor junior staff in lending and investment processes. Your expertise will directly impact the branch's sales goals through relationship building and proactive member engagement.
Key Responsibilities: • Build strong relationships with current and potential members • Guide complex member transactions from loans to accounts • Promote products and services to achieve branch targets • Mentor staff and provide support in member transactions • Prioritize daily activities to enhance member experience
Require...
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