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Expert Financial Advisor at Tru Cooperative BankEnvision Financial • Hope, BC, Canada
Expert Financial Advisor at Tru Cooperative Bank

Expert Financial Advisor at Tru Cooperative Bank

Envision Financial • Hope, BC, Canada
20 days ago
Job type
  • Full-time
Job description
Drive financial excellence as an Expert Financial Advisor at Tru Cooperative Bank in Hope. Focus on customer service while managing a portfolio of valued members with diverse financial needs. You will be responsible for offering personalized financial advice to members, maintaining strong client relationships, and processing a variety of transactions, including investment and lending products. Supporting branch success through proactive engagement and mentorship of staff on product services will also be key to this role. Key Responsibilities: • Cultivate strong relationships by understanding member stages • Facilitate complex financial transactions for clients • Meet annual sales referral goals by promoting bank products • Mentor other employees in financial product knowledge • Deliver consistent and exceptional customer experiences Requirements: • Diploma from college or tech school, or equivalent experience • Active Mutual Funds License and completion of certification • Track record of successful financial advising • Self-starter with problem-solving capabilities • Expertise in Microsoft Office and banking applications Utilize your financial acumen to make a significant difference for members at Tru Cooperative Bank. #J-18808-Ljbffr
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Expert Financial Advisor at Tru Cooperative Bank • Hope, BC, Canada

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