Description
Tru Cooperative Bank is seeking a Financial Advisor to serve current and potential members through personalized financial advice, complex lending transactions, investment products, account and insurance services, and branch sales and referral activities. The role manages a portfolio of members, supports branch goals, performs administrative duties such as estate administration and credit investigations, and requires a related two-year college or technical diploma, a Mutual Funds License, two years of Member Advisor experience or equivalent, and completion of the bank’s internal certification program.
