Princeton Financial Advisor with Tru Cooperative Bank
Valley First, a division of First West Credit Union • princeton, Canada
Role Description
Join Tru Cooperative Bank as a Financial Advisor in Princeton and provide exceptional member service through comprehensive financial solutions. This full-time role is pivotal in managing member relationships and transactions.
As a Financial Advisor, you will actively engage with members to assess their financial needs based on their life-stage cycle. Your expertise will be crucial in processing transactions, promoting banking products, and achieving sales targets. Additionally, you will undertake various administrative duties that enhance member experience and support branch functions effectively.
Key Responsibilities:
• Build strong member relationships through personalized service
• Process complex financial transactions and loans
• Promote products to achieve branch sales goals
• Conduct member account administration and support
• Ensure compliance with risk and policy procedures
Requirements:
• 2-year College Diploma or equivalent experience
• Must hol...
As a Financial Advisor, you will actively engage with members to assess their financial needs based on their life-stage cycle. Your expertise will be crucial in processing transactions, promoting banking products, and achieving sales targets. Additionally, you will undertake various administrative duties that enhance member experience and support branch functions effectively.
Key Responsibilities:
• Build strong member relationships through personalized service
• Process complex financial transactions and loans
• Promote products to achieve branch sales goals
• Conduct member account administration and support
• Ensure compliance with risk and policy procedures
Requirements:
• 2-year College Diploma or equivalent experience
• Must hol...