Business Banking Advisor (Vernon Branch)

Valley First, a division of First West Credit Union; Vernon; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Business Banking Advisor to enhance its team. This role involves managing a portfolio of business banking members, providing advisory services, and developing strong relationships to meet their financial needs. The ideal candidate will excel in business development, risk management, and possess strong communication skills. With a commitment to diversity and inclusion, this innovative firm offers a competitive rewards package, including customizable health benefits and flexible work arrangements. Elevate your career with in-house training and opportunities for professional growth.

Benefits

Mental health resources

Customizable health benefits

Performance-based pay

Flexible vacation

Work arrangements

Parental leave

Group RRSP matching

Qualifications

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

Responsibilities

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

Skills

Business Development

Relationship Building

Communication Skills

Sales Techniques

Organizational Skills

Time Management

Risk Management

Education

Bachelor's Degree in Business

Mutual Funds License

Tools

MS Office

Job description

Job Description

We are currently seeking a Business Banking Advisor to join our team.

This Business Banking Advisor (BBA) is responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs. The BBA provides advisory services, develops long-term relationships with current and potential members, and proactively seeks business banking or referral opportunities to contribute to department and branch goals.

Typical Daily Responsibilities

1. Business Development: Develops and executes long-term and weekly sales plans to retain existing business and attract new business; actively pursues community contacts and networks with external organizations and individuals to generate new business and referrals.
2. Portfolio Management: Manages and grows an existing portfolio of business banking members and their personal banking and wealth management needs; conducts annual reviews and ensures all credit terms are met; engages with members to identify current and future financial needs.
3. Sales and Service Strategy: Provides ongoing advisory services; initiates referrals to product specialists; aims to meet or exceed sales targets; uses the 'Day in the Life' guideline to prioritize efforts and deliver a consistent member experience.
4. Wealth Management: As a licensed MFDA Advisor, offers wealth and investment solutions.
5. Risk Management: Initiates collection activities for delinquent accounts and recommends actions to maximize recovery.

Required Skills, Experience & Qualifications

1. Bachelor's Degree in Business or equivalent experience.
2. Completion of the internal First West certification program within the required timeframe.
3. Mutual Funds License.
4. At least 4 years of retail/business/commercial lending or credit experience.
5. Sales experience is preferred.
6. Strong relationship-building and communication skills; team-oriented.
7. Results-driven with effective business development techniques.
8. Excellent organizational and time management skills; adaptable to change.
9. Proficiency in MS Office, especially Excel and Word.
10. Understanding of risk management and adherence to policies.

What We Offer

Our team members enjoy:

• Mental health resources and coverage
• Customizable health benefits and topped-up parental leave
• Performance-based pay, banking benefits, and group RRSP matching
• Flexible vacation and work arrangements

We are committed to a fair, equitable, and competitive rewards package and encourage employees to make a meaningful impact through volunteer time off, partnerships with charities, and ESG practices.

Join us to elevate your career with in-house training, LinkedIn Learning, and external course reimbursement. Apply now!

Note: Successful candidates will undergo background checks including employment verification, credit, and criminal record checks.

Diversity, Equity, Inclusion & Belonging

We embrace diversity and inclusion across all aspects of our organization and encourage applicants from equity-deserving groups, including women, non-binary individuals, persons with disabilities, Indigenous peoples, POC, and 2SLGBTQIA+ community members.

If accommodations are needed during the application or interview process, please inform us of your requirements. Your individuality is valued here.

About Us

We are a financial cooperative committed to providing trusted advice, comprehensive banking solutions, and strong community connections. Operating from 45 branches across BC under various brands, we serve over 250,000 members with approximately 1,250 employees. Visit firstwestcu.ca for more information.

We appreciate your interest; only shortlisted candidates will be contacted.