Job opportunity
Expert Financial Advisor at Tru Cooperative Bank
Envision Financial
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
Apply on source site 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