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 robust 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.

📌 Expert Financial Advisor at Tru Cooperative Bank (Hope)
🏢 Envision Financial
📍 Hope