Business Banking Advisor (Kelowna)

Tru Cooperative Bank; Kelowna; On-site; CAD 65,000 - 90,000; Full time

Job summary

First West is seeking a Business Banking Advisor to manage and grow a portfolio of business banking members. You will deliver advisory services across retail and wealth management needs and pursue opportunities to expand relationships with current and prospective members.

You will develop long-term client relationships, conduct annual reviews, and collaborate with product specialists to meet branch goals while maintaining risk controls and compliance.

Qualifications

• Bachelor's Degree in Business or equivalent required.
• Mutual Funds License required; completion of internal First West certification within timeframe.
• 4 years of retail/business/commercial lending or credit experience.
• Strong relationship builder and communicator; team oriented.
• Proficiency with MS Office; strong organizational skills.
• Sales experience preferred.

Responsibilities

• Develops and executes long term and weekly sales plans to retain and attract new business.
• Manages and grows a portfolio of business banking members and their financial needs.
• Provides ongoing advisory services and refers to product specialists as needed.
• Identifies and pursues referrals to achieve sales and growth targets.
• Maintains risk controls and adheres to policies and procedures.
• Maintains strong community networks to generate new business.

Skills

Relationship building

Communication

Time management

Sales experience

Education

Bachelor's Degree in Business

Mutual Funds License

First West certification program

Tools

MS Excel

MS Word

Job description

We are currently seeking a Business Banking Advisor to join our team.
This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members and their associated retail banking and wealth management needs. The BBA provides advisory services and develops long-term relationships with current and potential business banking members and proactively seeks business banking or referral opportunities that contribute to the achievement of department and branch goals.
Here’s what would be included as a part of your typical day.

• Business Development: Develops and executes long term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicits new business by pursuing, establishing and maintaining community contacts and networks with external business organizations and individuals to generate new business and/or referrals.
• Portfolio Management: Manages and grows an existing portfolio of business banking members; and their associated personal banking and wealth management needs; builds long term relationships with existing members; conducts annual reviews on accounts within the assigned portfolio and ensures all terms and conditions of credit are being met. Engages with members, through interviews and other meetings, to identify their current and future financial needs and concerns.
• Sales and Service Strategy: Provides ongoing advisory services to business banking members; initiates referrals to product specialist as required; achieves or exceeds sales and growth targets. 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 First West.
• Wealth Management: As a licensed MFDA Advisor, provides wealth and investment solutions.
• Risk Management: Initiates collection activity in the event of delinquency less than 90 days and recommends appropriate course of action to address significantly delinquent accounts and to maximize recovery of funds.

Required Skills, Experience & Qualifications

• Bachelor's Degree in Business or equivalent combination of education and experience required
• Must complete the internal First West certification program specific to this role within the required timeframe
• Mutual Funds License required
• 4 years retail/business/commercial lending or commercial credit experience or equivalent required
• Sales experience preferred
• Strong relationship builder and communicator with a demonstrated ability to work well in a team environment
• Results oriented attitude with demonstrated business development techniques
• Strong organizational and time management skills with the flexibility to adapt to a constantly changing environment
• Proficiency in Microsoft Office Applications, specifically MS Excel and Word.
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.