Financial Advisor (Mission Branch)

We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members. Here’s what would be included as a part of your typical day Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. Member Transactions: Processes a full range of complex member transactions including, but not limited to personal loans, retail mortgages and RRSP loans; investment products (typically under $100K in investible assets); opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products. Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of TCB products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets. Branch Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, and follow-up phone calls to members, as required. Other duties as required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative Bank. Branch Differentiation: Based on the needs of the members and individual circumstances, the following may apply: Lending limits will be assigned in consultation with credit services, based on experience and competency In pilot locations, a key accountability is to build/maintain a strong presence and relationship in the community Required Skills, Experience & Qualifications College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience required Mutual Funds License required; PFP is an asset Must complete the internal Tru Cooperative Bank certification program specific to this role within the required timeframe 2 years in a Member Advisor role, or equivalent Demonstrated ability to identify needs and recommend products and services to members Self-starter with ability to work independently and solve problems using common sense and sound judgment Proven ability to plan, organize and prioritize workload Proficient in computer software e.g. Microsoft Office and banking software programs Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

The Financial Advisor provides exceptional customer service by offering a full range of deposit/investments and complex lending services. They manage a portfolio of members and support branch goals through proactive promotion of products and services.

Candidates must have a college or tech school diploma and a Mutual Funds License, with 2 years of experience in a Member Advisor role. They should demonstrate the ability to identify member needs and recommend appropriate products and services.

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Customer Service
• Financial Advice
• Lending Services
• Portfolio Management
• Relationship Building
• Problem Solving
• Planning
• Organization
• Microsoft Office
• Banking Software
• Risk Management
• Sales
• Cross-Selling
• Administrative Duties
• Loan Processing
• Credit Investigations
• Investment Products

Formation minimale

Diplôme d’études associé

Expérience minimale

2+ ans