Financial Advisor Member Services

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.