Small Business Advisor

Small Business Advisor - Permanent Full-Time

The Small Business Advisor has expertise in credit analysis, financial advice, portfolio management, and relationship management to contribute to the success of our members and the growth of our credit union.

We are looking for candidates with excellent communication and interpersonal skills, a strong ability to provide knowledgeable and timely advice, and a commitment to delivering exceptional customer service by effectively utilizing our products, services, and omni channels to meet our members’ needs. The key responsibilities for this role include:

• Foster strong relationships with small and medium size business and agriculture members, providing ongoing financial guidance and support.
• Work closely in a collaborative team environment with all staff to meet members' financial needs (known and unknown).
• Provide and cross-sell high quality financial products and services through proactive contact with the intent of increasing member wallet share.
• Analyze loan applications for data integrity, potential fraud, and creditworthiness.
• Maintain up-to-date knowledge of all credit union products and services as well as relevant policies and legislation, regularly reviewing literature and attending product update meetings and seminars/webinars.
• Utilize digital solutions to create efficiencies, simplify members' banking needs, and enhance the member experience.
• Must have the ability to travel to and cover regionally as required.
• Innovation’s Travel Practice Guidelines will be followed.

Qualifications:

• Completion of some post-secondary education (such as finance, business management, agribusiness, or a related field) and/or completion of related specialized lending courses.
• 4+ years of relevant experience in relationship banking with knowledge and experience in small business lending, credit analysis, and loan underwriting.
• Proven business development, attention to detail, sales, and service skills.
• Demonstrated commitment to continuous learning and development.
• Are a person that values Accountability, Integrity, and Respect.
• Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, PowerBI).

ABOUT US

Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other financial institutions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. Made in Sask, Built for Canada!

We care about our communities and our impact - $1.1 million was given to local organizations last year who are making a difference! Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering diversity and inclusion. We offer our full-time staff participation in our 7% employer-matched pension plan and extended health benefit plan from Day 1 (no waiting period!).