Description
Tru Cooperative Bank is seeking a Senior Financial Advisor to manage a portfolio of high-value members and provide investment, deposit, complex lending, and related insurance services. The role includes processing member transactions, supporting branch sales and referral goals, mentoring other employees, and maintaining community relationships. Candidates need a college or technical school diploma in a related discipline, a Mutual Funds License, two to three years of financial advisor experience, strong advisory and sales skills, and proficiency with Microsoft Office and banking software.
