First West Credit Union
Tru Cooperative Senior Financial Consultant
Job Description
Become a Senior Financial Consultant at Tru Cooperative, where your expertise meets exceptional service. Help our members navigate their financial journeys with personalized advice.
In your role, you'll engage with members to assess their financial stages and deliver solutions across a full spectrum of investment and lending services. Your efforts will enhance member satisfaction while meeting branch goals through productive member engagement and team mentorship. Drive sales while maintaining a collaborative branch atmosphere.
Key Responsibilities:
• Cultivate lasting relationships with members throughout their financial journey
• Conduct diverse member transactions, including investment accounts
• Contribute to branch success by promoting product offerings
• Mentor staff in lending and investment knowledge
• Address member inquiries effectively during management’s absence
Requirements:
• College or Technical Di...
In your role, you'll engage with members to assess their financial stages and deliver solutions across a full spectrum of investment and lending services. Your efforts will enhance member satisfaction while meeting branch goals through productive member engagement and team mentorship. Drive sales while maintaining a collaborative branch atmosphere.
Key Responsibilities:
• Cultivate lasting relationships with members throughout their financial journey
• Conduct diverse member transactions, including investment accounts
• Contribute to branch success by promoting product offerings
• Mentor staff in lending and investment knowledge
• Address member inquiries effectively during management’s absence
Requirements:
• College or Technical Di...