Drive financial success at Tru Cooperative Bank as a Financial Advisor in Keremeos. This role engages with members, offering personalized deposit and lending solutions tailored to their life cycles.
As a Financial Advisor, you'll build lasting relationships with members, providing expert advice on a broad range of products. You'll handle complex transactions like personal loans and investments, while supporting branch goals through active promotions. Your proactive approach will create referrals and cross-sell opportunities.
Key Responsibilities:
• Build strong relationships with current and potential members
• Process complex member transactions efficiently
• Promote TCB products through branch campaigns
• Manage administrative duties effectively
• Collaborate with branch leadership to meet goals
Requirements:
• College/Tech School Diploma or equivalent experience
• Mutual Funds License required; PFP is an asset
• 2 years as a Member Advisor or equivalent
• Robust organizational and problem-solving skills
• Proficient in Microsoft Office and banking software
Utilize your advising skills to enhance member experiences at Tru Cooperative Bank in Keremeos.
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📌 Financial Advisor at Tru Cooperative Bank (Keremeos)
🏢 Valley First
📍 Keremeos