Business Advisor

Mountain America Credit Union; United States; Remote; USD 52,000 - 78,000; Full time

Job summary

Mountain America Credit Union is seeking a Business Advisor to support the needs of business members by diagnosing banking needs, advising on MACU products, and deepening relationships through proactive outreach via phone or virtual meetings.

You will manage referrals, navigate sales cycles, document onboarding, and collaborate with frontline teams to expand business within your segment. A2+ years of sales and an Associate degree are preferred; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of sales experience.
• 1+ years of inside sales experience preferred.
• Basic banking acumen preferred.
• Associates’ degree or 2+ years related experience preferred.

Responsibilities

• Act as a reliable advisor to business members.
• Prospect for new qualified businesses within the market.
• Manage incoming branch referrals and expand relationships.
• Navigate sales cycles and complete onboarding documentation.
• Collaborate with front-line departments to serve members.

Skills

Sales experience

Inside sales

Communication skills

Bilingual (English/Spanish)

Education

Associates’ degree in business, marketing, finance, or related field

2+ years experience in sales or relationship management

Tools

MS Excel

Video calling software (Zoom/Teams)

Job description

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email [e-mail] and every reasonable effort will be made to accommodate your needs in a timely manner.

Job Summary

The Business Advisor (BA) supports the needs of business members at the credit union. As an industry expert in the banking needs of small businesses, the BA deepens relationships with business members through diagnostic conversations, either virtually or over the phone. This role involves assessing needs, offering advice, and assisting members with MACU products and services. The primary responsibility is to field business product referrals from branches and assist members promptly and professionally. This position is part of the Business Services department and reports to a Business Services Regional Manager.

Job Description

To be effective, an individual must be able to perform each essential duty successfully:

• Act as a reliable advisor to business members.
• Be fluent in our Treasury Management suite of products and their benefits to members.
• Consult with members proactively and reactively about available financial tools and services.
• Partner with various front-line departments to better serve members.
• Manage incoming branch referrals.
• Mine portfolio (within assigned segment) and make outbound contact to expand relationships and implement additional products.
• Effectively manage a pipeline of sales opportunities from start to finish.
• Accurately complete documentation needed to onboard products and services for members.
• Navigate through basic and complex sales cycles of new and existing opportunities.
• Prospect for new qualified businesses within the market.
• Be resourceful and strategic on more complex setups.
• Possess strong written and verbal communication skills.
• Complete high-quality applications in a timely and professional manner.
• Display collaborative behavior with internal and external partners, resulting in new business opportunities and an overall better member experience.
• Convey a strong value proposition to branch teams and partners.
• Represent MACU core values.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions.

Experience

• 2+ years of sales experience.
• 1+ years of inside sales experience preferred.
• Basic banking acumen preferred.

Education

Associates’ degree in business, marketing, finance, or related field preferred. OR 2+ years combined with experience in sales or relationship management.

Licenses, Certifications, Registrations

n/a

Managerial Responsibility

n/a

Computer/Office Equipment Skills

• Ability to demo MACU products and services both virtually and in person.
• Strong ability to perform daily job tasks using video calling software. (Zoom, Teams, etc)
• Strong Presentation Skills

Language Skills

• Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations.
• Bilingual Preferred (English & Spanish)

Other Skills and Abilities

• Ability to work both autonomously and collaboratively in a fast-paced environment.
• Ability to have a professional conversation virtually or over the phone with business members.
• Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines
• Adaptive to change, responds positively to altered circumstances or conditions
• Possess a desire and willingness to learn and continually update knowledge base on financial concepts, strategies, systems etc.
• Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.
• Excellent inter-personal skills including the ability to lead and collaborate with ad-hoc teams
• Data analytics and data validation skills and proficiency in business data analysis (MS Excel, etc)

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 30 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

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***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.