Financial Advisor (Newton Branch)

Job summary

The Financial Advisor provides exceptional customer service by offering a full range of deposit, investment, and complex lending services to members. They are responsible for managing a member portfolio, achieving branch sales goals, and performing administrative tasks such as loan applications and credit investigations.

Job details

We are currently seeking a Financial Advisor to join our team in Newton Branch in Surrey. This role is to support the branch operation from Tuesday - Saturday. 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 1. 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. 2. 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. 3. Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank 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. 4. 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. 5. 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. 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 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.

What you’ll do

The Financial Advisor provides exceptional customer service by offering a full range of deposit, investment, and complex lending services to members. They are responsible for managing a member portfolio, achieving branch sales goals, and performing administrative tasks such as loan applications and credit investigations.

Requirements

Candidates must have a college or tech school diploma and a valid Mutual Funds License. At least 2 years of experience in a Member Advisor role or equivalent is required, along with proficiency in Microsoft Office and banking software.

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Sales · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Financial advice
• Lending services
• Investment products
• Relationship management
• Portfolio management
• Loan processing
• Retail mortgages
• Account opening
• Sales
• Cross-selling
• Administrative duties
• Credit investigations
• Problem solving
• Microsoft Office
• Banking software
• Retail Mortgage
• Financial Advising
• Self-Starter
• Cross-Selling
• Accountability
• Administrative Functions
• Banking Software
• Investments
• Customer Service
• Leadership
• Insurance Products
• Loans
• Investigation
• Prioritization

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Administrative
• Branch Manager/Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

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