Job Description
Elevate financial lives as a Financial Advisor at Tru Cooperative Bank in Kelowna. This position focuses on exceptional customer service and providing comprehensive financial solutions to members.
As part of your day-to-day, you will leverage your expertise in managing complex transactions and guiding members through loans and investments. You will play a crucial role in our branch objectives by promoting services and seeking referral opportunities. Your ability to handle administrative tasks will enhance member experiences and streamline operations.
Key Responsibilities:
• Establish robust connections with potential and existing members
• Manage personal loans, mortgages, and investment transactions
• Actively promote branch products to meet targets
• Execute various administrative tasks effectively
• Engage with the community to reinforce branch presence
Requirements:
• Diploma in a relevant field or equivalent experience
• Mutual Funds License is mandat...
As part of your day-to-day, you will leverage your expertise in managing complex transactions and guiding members through loans and investments. You will play a crucial role in our branch objectives by promoting services and seeking referral opportunities. Your ability to handle administrative tasks will enhance member experiences and streamline operations.
Key Responsibilities:
• Establish robust connections with potential and existing members
• Manage personal loans, mortgages, and investment transactions
• Actively promote branch products to meet targets
• Execute various administrative tasks effectively
• Engage with the community to reinforce branch presence
Requirements:
• Diploma in a relevant field or equivalent experience
• Mutual Funds License is mandat...
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