Tru Cooperative Bank
The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. The role involves identifying member life stage cycles, providing tailored financial solutions, and referring members to appropriate advisors when necessary. This position focuses on building strong relationships, managing client portfolios, and supporting branch goals through proactive member engagement.
Tru Cooperative Bank is a collective of trusted B.C. financial services brands.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Tru Cooperative Bank.
Tru Cooperative Bank didn’t post a salary, so this is our estimate from similar listings.