Expert Financial Advisor at Tru Cooperative Bank
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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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