Envision Financial, a division of First West Credit Union
Expert Financial Advisor - Tru Cooperative Bank
Job Description
Step into a rewarding role as a Senior Financial Advisor at Tru Cooperative Bank, where member satisfaction and financial solutions come first. Provide expert advice and manage a diverse member portfolio.
As a Senior Financial Advisor, you will directly impact our members' financial well-being by identifying their needs and offering appropriate investment and lending options. With a portfolio of $100,000 to $500,000 in assets, you will engage in proactive communications to ensure their goals are met. This role also involves mentoring colleagues in financial services and achieving branch performance targets.
Key Responsibilities: • Cultivate strong relationships with assigned members • Execute complex transactions across multiple financial products • Drive branch performance through member interaction • Mentor staff on financial advisory practices • Maintain high standards of member experience
Requirements: • College or Tech School Diploma in finance-related f...
As a Senior Financial Advisor, you will directly impact our members' financial well-being by identifying their needs and offering appropriate investment and lending options. With a portfolio of $100,000 to $500,000 in assets, you will engage in proactive communications to ensure their goals are met. This role also involves mentoring colleagues in financial services and achieving branch performance targets.
Key Responsibilities: • Cultivate strong relationships with assigned members • Execute complex transactions across multiple financial products • Drive branch performance through member interaction • Mentor staff on financial advisory practices • Maintain high standards of member experience
Requirements: • College or Tech School Diploma in finance-related f...