Senior Business Services Advisor

Valley First, a division of First West Credit Union; Penticton; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A financial services company in Canada is seeking a Senior Business Services Advisor to provide administrative support for Business Banking Advisors and manage a portfolio of business banking members. Responsibilities include developing sales plans, maintaining community contacts, and providing wealth management solutions. The ideal candidate will have relevant education, relationship-building skills, and experience in retail or commercial lending. This hybrid position offers competitive compensation and extensive benefits.

Benefits

Mental health resources and coverage

Customizable health benefits

Vacation time and flexible work arrangements

Performance-based compensation

Qualifications

• Completion of internal certification program within required timeframe.
• MFDA License within 6 months.
• At least 2 years of retail/business/commercial lending or credit experience.

Responsibilities

• Support Business Banking Advisors with reporting and financial analysis.
• Manage and grow an existing portfolio and identify financial needs.
• Develop sales plans and pursue new business opportunities.

Skills

Strong relationship-building skills

Business development skills

Communication skills

Organization and time management skills

Education

College, Trade, or Tech School Diploma in Business or related discipline

Tools

Microsoft Excel

Microsoft Word

Job description

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

The primary responsibility of the Senior Business Services Advisor is to provide administrative support to the Business Banking Advisors within their division. The role also involves managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs. The Senior Business Services Advisor is expected to proactively seek business banking or referral opportunities that contribute to the achievement of division goals. This is a hybrid role, with 75% of time spent providing administrative support and 25% managing the portfolio. Targets are reflective of this split. This position is a development role, with the potential to move into a Senior Financial Advisor or Business Banking Advisor role after approximately 2 years, once the required skills and experience are achieved.

Typical Daily Responsibilities

1. Administrative Support: Support Business Banking Advisors with reporting, financial analysis, collections, annual reviews, and transactional support.
2. Portfolio Management: Manage and grow an existing portfolio, build long-term relationships, conduct annual reviews, and identify members' financial needs.
3. Business Development: Develop sales plans, pursue new business, and maintain community contacts to generate referrals.
4. Sales and Service Strategy: Achieve sales targets by providing ongoing advisory services and initiating referrals to product specialists.
5. Wealth Management: Provide wealth and investment solutions as a licensed MFDA Advisor.
6. Risk Management: Initiate collection activities for delinquent accounts and recommend actions to maximize recovery.

Required Skills, Experience & Qualifications

1. College, Trade, or Tech School Diploma (2 years) in Business or related discipline, or equivalent experience.
2. Completion of internal certification program within required timeframe.
3. MFDA License (within 6 months).
4. At least 2 years of retail/business/commercial lending or credit experience.
5. Sales experience preferred.
6. Strong relationship-building and communication skills.
7. Results-oriented with business development skills.
8. Excellent organizational and time management skills.
9. Proficiency in Microsoft Office, especially Excel and Word.
10. Understanding of risk management and policy adherence.

What’s in it for you

• Mental health resources and coverage.
• Customizable health benefits and parental leave top-up.
• Performance-based compensation, banking advantages, and RRSP matching.
• Vacation time and flexible work arrangements.

We offer a fair and competitive rewards package, including bonuses and incentives based on performance. We also encourage community involvement and ESG practices, offering paid volunteer time and partnerships with charities. Our in-house training, LinkedIn Learning access, and external course reimbursement support your growth.

To apply, please note that successful candidates will undergo background checks, including employment verification, credit, and criminal record checks.

Diversity, Equity, Inclusion & Belonging

We embrace diversity and inclusion, encouraging applications from all backgrounds, especially from equity-deserving groups. We provide accommodations during the application process upon request.

Join us to elevate your potential and make a meaningful impact in your career and community.