Asesor Financiero ofertas em United States

Temporary Full-time Position (until approximately January 8, 2027)

Job Description :

We are seeking an Associate Business Advisor to join our team. This role is vital to our organization, especially within our Agriculture & Commercial lending team. The key responsibilities include :

• Responding to member inquiries by providing advice and guidance on a full range of financial products and services.
• Identifying and acting upon business development opportunities beneficial to members.
• Assisting with loan documentation, Moody's input, and analysis.
• Ensuring all loan activities comply with relevant legislation, regulations, policies, and procedures.
• Serving as a resource during appointments with members for initial loan requests or finalizing document signatures.
• Utilizing digital solutions to improve efficiency, simplify banking needs, and enhance the member experience.
• Completing assigned training and development programs for career growth.

Qualifications :

• At least 1 year of postsecondary education or equivalent, plus 1-3 years of relevant experience (e.g., opening business accounts, consumer lending, quality assurance), or an equivalent combination of education and experience.
• Proficiency in software packages such as Moody's ProLender, FCT, iClic.
• Completion of courses related to Consumer Lending, Residential Mortgage, Commercial, and Agricultural Lending is an asset.
• Demonstrated sales and service skills that contribute to the growth of Innovation Federal Credit Union.
• Detail-oriented and risk-aware, contributing to safeguarding our assets and reputation.
• Proficient in digital literacy, including critical thinking, problem solving, and navigating digital solutions.
• Comfortable using Microsoft 365 applications such as Excel, Teams, Viva, Power Automate, and Power BI.

About Us :

Hi! We're Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We value Accountability, Integrity, and Respect, and are committed to continuous improvement for our members and employees.

We are unique as one of only three federal credit unions in Canada, dedicated to securing our future and growing across the country. Made in Saskatchewan, built for Canada!

We care about our communities; last year, we donated $1.1 million to local organizations making a difference. Nearly 22% of our team identifies as part of a designated group, reflecting our commitment to diversity and inclusion. We offer full-time staff participation in our employer-matched pension plan and extended health benefits from Day 1.

In recognition of the traditional territories of First Nations, Métis, and Inuit peoples, we acknowledge that we work and live on these lands, and we honor their enduring presence.

Required Experience : Key Skills :

Business Intelligence, Sales Experience, Compliance Management, Risk Management, Cold Calling, Lean Six Sigma, Upselling, Business Management, Regulatory Reporting, SAP Supply Chain Management, Economic Development, Product Development

Employment Type : Full-Time

Experience : 1-3 years

Vacancy : J-18808-Ljbffr