Job Description
Shape financial futures as a Financial Advisor at Tru Cooperative Bank's Orchard Plaza Branch in Kelowna. Provide tailored financial solutions and invest in strong member relationships daily.
In this dynamic role, you will offer exceptional customer service by assisting members with deposit investments and complex lending solutions. Your expertise will guide members through their financial journeys, while you manage a diverse portfolio. Expect collaboration with branch leadership to meet annual goals and actively promote branch services to enhance member satisfaction.
Key Responsibilities:
• Build lasting relationships with current and prospective members
• Process complex transactions, including loans and investment products
• Support branch goals through proactive promotion of services
• Conduct administrative duties, including loan applications
• Assist in community relationship building as needed
Requirements:
• College diploma or equivalent in related fi...
In this dynamic role, you will offer exceptional customer service by assisting members with deposit investments and complex lending solutions. Your expertise will guide members through their financial journeys, while you manage a diverse portfolio. Expect collaboration with branch leadership to meet annual goals and actively promote branch services to enhance member satisfaction.
Key Responsibilities:
• Build lasting relationships with current and prospective members
• Process complex transactions, including loans and investment products
• Support branch goals through proactive promotion of services
• Conduct administrative duties, including loan applications
• Assist in community relationship building as needed
Requirements:
• College diploma or equivalent in related fi...
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