Business Banking Advisor (Newton & Fleetwood Branches)

Envision Financial; Surrey; On-site; CAD 70,000 - 100,000; Full time

Job summary

Envision Financial in Surrey is seeking a full-time Business Banking Advisor to manage and grow a portfolio of business banking members and their wealth management needs across Newton and Fleetwood branches. You will build long-term relationships, provide advisory services, and proactively pursue new business opportunities to help achieve branch goals.

The role requires a Bachelor’s degree in Business, a Mutual Funds License, and 4 years in lending or credit.

Qualifications

• Bachelor's degree in Business or equivalent required.
• Mutual Funds License required.
• Internal TCB certification program to be completed within required timeframe.
• 4 years retail/business/commercial lending or commercial credit experience or equivalent required.

Responsibilities

• 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.
• Sales and Service Strategy: provides ongoing advisory services to business banking members; initiates referrals to productspecialist as required; achieves or exceeds sales and growth targets.
• 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.

Skills

Relationship building

Sales experience

Time management

Communication

Team player

Adaptability

Education

Bachelor's degree in Business

Tools

MS Excel

MS Word

Job description

Job Description

We are currently seeking a full-time Business Banking Advisor to join our team in Surrey in our Newton and Fleetwood Branches. 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.

We are currently seeking a full-time Business Banking Advisor to join our team in Surrey in our Newton and Fleetwood Branches. 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 personalbanking 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 productspecialist 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 Tru Cooperative Bank (“TCB”).
• 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 TCB 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.