Deliver exceptional member service as a Financial Advisor, using financial advice and relationship-building skills to address diverse needs.
This Financial Advisor serves current and potential members through deposits, investments, complex lending, and referrals. You will identify member life stages, recommend solutions, and manage a member portfolio. The position supports Tru Cooperative Bank branch goals through products, services, and referrals.
Key Responsibilities:
- Build strong relationships with current and potential members
- Provide advice or refer members to appropriate advisors
- Process loans, mortgages, investments, accounts, cards, and insurance
- Support branch goals through promotions and referrals
- Complete administrative duties and member follow-up calls
Requirements:
- Two-year related diploma or equivalent education and experience
- Mutual Funds License required; PFP is an asset
- Two years in a Member Advisor role or equivalent
- Ability to identify needs and recommend financial products
- Proficiency with Microsoft Office and banking software
Apply financial advice, lending knowledge, and member relationship skills while managing portfolios and supporting Tru Cooperative Bank goals.
Financial Advisor Member Services employer: Island Savings
At Tru Cooperative Bank, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative work culture. Our Financial Advisors enjoy comprehensive training and growth opportunities, allowing them to build meaningful relationships with members while contributing to the community in Brentwood. With competitive benefits and a commitment to employee development, we empower our team to thrive both personally and professionally.
