Business Financial Advisor

SASCU; Salmon Arm; On-site; CAD 69,000 - 86,000; Full time

Benefits offered by this job

Competitive base salary

Pension plan with SASCU matching

Comprehensive benefits

Flexible spending account

Paid time off and volunteering

Job summary

SASCU is seeking a Business Advisor to strengthen the financial success and resilience of business members by building trusted relationships, delivering proactive financial advice, and providing tailored business banking solutions that help businesses start, grow, and thrive.

This full-time role focuses on portfolio growth and advisory service, with opportunities to develop new relationships, assess lending needs, underwrite and monitor credit, and represent SASCU in the community through

Qualifications

• 2 years of post-secondary education or equivalent completed.
• 4–5 years of related lending and advisory service experience.
• Access to reliable transportation and willingness to travel to SASCU locations.
• Proven sales skills and a passion for member education and advice.
• Strong communication, analytical, and organizational skills.

Responsibilities

• Build and manage a portfolio of business members with proactive advice and relationship management.
• Develop new business relationships through networking, referrals, and community involvement.
• Identify lending needs and refer to internal specialists as appropriate.
• Negotiate and structure commercial lending solutions within lending authorities.
• Underwrite, administer, and monitor a commercial lending portfolio.
• Analyze financial statements and market factors to evaluate lending opportunities.
• Serve as the primary contact for business members in person, virtual, and on-site.
• Represent SASCU in the community through seminars, workshops, and events.
• Collaborate with branch staff and internal partners to deliver seamless banking solutions.
• Aim for portfolio growth, retention, referrals, and high member satisfaction while complying with policies.

Skills

Sales skills

Member education

Communication

Analytical skills

Organizational skills

Digital tools

Education

Post-secondary education

Business lending courses

Tools

Financial systems

Credit analysis software

CRM systems

Job description

We invite you to join a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun!

As a Business Advisor, you will strengthen the financial success and resilience of business members by building trusted relationships, delivering proactive financial advice, and providing tailored business banking solutions that help businesses start, grow, and thrive.

What you'll do:

• Build and manage a portfolio of business members by providing proactive advice, tailored financial solutions, and ongoing relationship management to support long-term business success.
• Develop new business relationships through networking, referrals, community involvement, and business development activities.
• Identify opportunities to meet members' banking, borrowing, cash management, and operational banking needs while making referrals to internal specialists as appropriate.
• Negotiate and structure commercial lending solutions within established lending authorities, balancing member needs with sound risk management practices.
• Underwrite, administer, and monitor a commercial lending portfolio, including credit analysis, loan reviews, and portfolio management activities.
• Analyze financial statements, business performance, collateral, and market factors to evaluate lending opportunities and prepare credit recommendations.
• Serve as the primary point of contact for business members, delivering an advice-based experience through in-person, virtual, and on-site meetings.
• Represent SASCU in the community through educational seminars, workshops, networking events, and presentations that strengthen business relationships and financial literacy.
• Collaborate with branch staff and internal partners to deliver seamless business banking solutions and an exceptional member experience.
• Achieve portfolio growth, retention, referral, and member satisfaction objectives while maintaining compliance with policies, regulations, and industry best practices.

What you'll bring:

• 2 years of post-secondary education or equivalent, and completion of required business lending courses within 18 months.
• 4-5 years of related lending and advisory service experience.
• Access to reliable transportation, and willingness to travel to any SASCU related business location.
• Proven sales skills and a passion for member education and advice.
• Strong communication, analytical, and organizational skills.
• Comfortable with digital tools and financial systems.

We invest in our employees by offering:

• A competitive base salary ($68,800 - $86,000 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
• Comprehensive group benefits coverage including extended health and dental care, life and disability insurance, and an Employee Assistance Program.
• Flexible spending account for additional health and personal wellness activities and expenses.
• Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
• Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
• Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Monday-Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know!

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment based solely on their qualifications, training, and experience as they relate to the position, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. In addition, SASCU stewards $290 million in client investments and serves more than 5,000 insurance customers. Learn more at sascu.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of reference, criminal record, and credit checks.