Senior Financial Advisor at Tru Cooperative Bank

Become a key player as a Senior Financial Advisor at Tru Cooperative Bank. Deliver exceptional investment, deposit, and lending services to members while building lasting relationships.

This is a vital role focused on customer service and financial expertise, managing a portfolio of members with significant investible assets. The Senior Financial Advisor is responsible for executing complex transactions and actively promoting Tru Cooperative Bank’s products. With a strong emphasis on mentoring and branch support, success in this position translates to meeting both member and branch goals.

Key Responsibilities: • Build strong relationships with current and potential members • Process complex transactions, including retail mortgages and loans • Support branch goals through proactive product promotion • Mentor branch employees on investment and lending products • Manage schedules to prioritize member experience

Requirements: • Diploma in a related discipline or ...