Business Banking Advisor (Vernon Branch)

Valley First; Vernon; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Business Banking Advisor to manage and grow a portfolio of business members. This role involves developing long-term relationships, providing advisory services, and pursuing new business opportunities. The ideal candidate will have a Bachelor's degree in Business, a Mutual Funds License, and experience in retail or commercial lending. With a focus on community engagement and member satisfaction, this position offers a chance to make a significant impact in the financial sector. Join a cooperative that values diversity and provides comprehensive training and support for your career growth.

Benefits

Mental health coverage

Customizable health benefits

Performance-based compensation

Flexible work arrangements

Employee banking advantages

Group RRSP matching

Topped-up parental leave

Vacation time

Qualifications

• Bachelor's Degree in Business or equivalent experience required.
• 4 years of retail/business/commercial lending experience preferred.

Responsibilities

• Manage and grow a portfolio of business banking members.
• Develop and execute long-term sales plans to attract new business.

Skills

Business Development

Portfolio Management

Sales Experience

Relationship Building

Organizational Skills

Risk Management

Education

Bachelor's Degree in Business

Mutual Funds License

Internal Certification Program

Tools

Microsoft Office Applications

MS Excel

MS Word

Job description

Business Banking Advisor (Vernon Branch)

Join to apply for the Business Banking Advisor (Vernon Branch) role at Valley First, a division of First West Credit Union.

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.

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. 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 specialists 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.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands.

What’s in it for you:

• Mental health coverage and resources.
• Customizable health benefits, as well as topped-up parental leave.
• Performance-based compensation, employee banking advantages and group RRSP matching.
• Vacation time and flexible work arrangements to support your lifestyle.

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.