Valley First, a division of First West Credit Union
Tru Cooperative Senior Financial Advisor Role
Job Description
Join Tru Cooperative Bank as a Senior Financial Advisor, offering vital financial services and advice while maintaining high standards of member satisfaction. Manage complex lending and investment needs for affluent clients.
In this Senior Financial Advisor position, you will engage with a portfolio of members, helping them navigate their financial journeys. With a strong focus on member service, you will conduct transactions and build lasting relationships while supporting branch objectives. Your proactive approach will drive sales and referrals, enhancing the bank's overall performance.
Key Responsibilities:
• Identify member life stages and provide financial advice
• Facilitate a range of complex member transactions
• Drive branch goals through product promotion and referrals
• Support colleagues in understanding financial products
• Follow scheduling guidelines for optimal member services
Requirements:
• Diploma from College or Tech School in relevant dis...
In this Senior Financial Advisor position, you will engage with a portfolio of members, helping them navigate their financial journeys. With a strong focus on member service, you will conduct transactions and build lasting relationships while supporting branch objectives. Your proactive approach will drive sales and referrals, enhancing the bank's overall performance.
Key Responsibilities:
• Identify member life stages and provide financial advice
• Facilitate a range of complex member transactions
• Drive branch goals through product promotion and referrals
• Support colleagues in understanding financial products
• Follow scheduling guidelines for optimal member services
Requirements:
• Diploma from College or Tech School in relevant dis...