Senior Financial Advisor at Tru Cooperative Bank
V
Valley First
📍 oliver, regional district of okanagan similkameen, Canada
Job Description
Join Tru Cooperative Bank as a Senior Financial Advisor, where you will deliver exceptional investment and lending solutions while building strong member relationships. This role involves managing a portfolio and ensuring members’ financial needs are met.
As a Senior Financial Advisor, you will proactively engage with members, offering tailored financial advice based on their life stage and investment capacity. You will manage transactions of complex services, supporting the branch in achieving sales goals while mentoring staff effectively. Your expertise will contribute significantly to member satisfaction and branch success.
Key Responsibilities:
• Build relationships with members, offering financial advice and referrals
• Manage complex transactions including loans and investment products
• Support branch goals through promotional efforts
• Mentor branch staff on financial products and services
• Prioritize tasks to ensure an outstanding member experience
Req...
As a Senior Financial Advisor, you will proactively engage with members, offering tailored financial advice based on their life stage and investment capacity. You will manage transactions of complex services, supporting the branch in achieving sales goals while mentoring staff effectively. Your expertise will contribute significantly to member satisfaction and branch success.
Key Responsibilities:
• Build relationships with members, offering financial advice and referrals
• Manage complex transactions including loans and investment products
• Support branch goals through promotional efforts
• Mentor branch staff on financial products and services
• Prioritize tasks to ensure an outstanding member experience
Req...