Business Banking Advisor (Surrey)

First West Credit Union; Surrey; On-site; CAD 70,000 - 100,000; Full time

Job summary

First West Credit Union is seeking a full-time Business Banking Advisor in Surrey to develop and manage a portfolio of business banking members, provide ongoing advisory services, and coordinate with product specialists to meet sales targets. The role also includes wealth management solutions as part of MFDA oversight and risk-management activities.

The ideal candidate holds a Bachelor's in Business, Mutual Funds license, and at least 4 years in lending or credit; certification progress is

Qualifications

• Bachelor's Degree in Business or equivalent required.
• Must complete internal TCB certification program within 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 ability to work in a team.
• Results oriented with business development techniques.
• Strong organizational and time management skills; adaptable to change.
• Proficiency in MS Office applications, especially Excel and Word.
• Understanding of risk ownership and adherence to policies.

Responsibilities

• Business Development: develops and executes long-term and weekly sales plans to consolidate and retain existing business and attract new business; solicits new business through community contacts and networks.
• Portfolio Management: manages and grows an existing portfolio of business banking members; conducts annual reviews and ensures credit terms are met.
• Sales and Service Strategy: provides ongoing advisory services to members; initiates referrals to product specialists and aims for sales targets.
• Wealth Management: as a licensed MFDA Advisor, provides wealth and investment solutions.
• Risk Management: initiates collection activity for delinquency under 90 days and advises on recovery actions.

Skills

Business Development

Portfolio Management

Sales

Wealth Management

Risk Management

Education

Bachelor's Degree in Business

Tools

MS Excel

MS Word

Job description

We are currently seeking afull-time Business Banking Advisor to join our team in Surrey.

Here’s what would be included as a part of your typical day

1. 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.
2. 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.
3. 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”).
4. Wealth Management:As a licensed MFDA Advisor, provides wealth and investment solutions.

5. 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.