Small Business Banking Advisor

Beem Credit Union; Algansee Township (MI); Hybrid; USD 55,000 - 69,000; Full time

Benefits offered by this job

Whistler differential pay

Health coverage

RRSP contributions

Paid vacation

Free banking

Job summary

Beem Credit Union is seeking a Business Advisor to manage a portfolio of small business members across Whistler and Pemberton, with travel between communities. You will advise on deposits, credit, insurance, and financial planning, focusing on financial wellness and digital tools.

Ideal candidates have 7–10 years in financial services, 5–7 in commercial portfolio management, and a relevant degree. A CCP or similar credential is a plus, with hybrid work and competitive compensation.

Qualifications

• Bachelor’s degree in Business, Accounting, or Finance preferred.
• 7-10 years in the financial services industry, with 5-7 years in small business or commercial portfolio management.
• Certificate in Small Business Advisory or CCP designation is an asset.

Responsibilities

• Proactively manage relationships with an assigned portfolio of business members, delivering tailored advice and solutions.
• Conduct discovery meetings to identify short-term and long-term business goals, challenges, and opportunities.
• Promote financial wellness through product and service integration (deposit, credit, insurance, investment).
• Develop new business opportunities through networking, community engagement, and proactive outreach.
• Represent Beem at business events to generate leads and strengthen brand.
• Leverage CRM and digital channels to identify opportunities and enhance member experience.
• Manage the business credit portfolio, including underwriting, monitoring, and compliance.
• Perform annual credit reviews and ensure account conduct aligns with Beem’s standards.
• Assist members with cash flow management, financial planning, and risk mitigation strategies.
• Partner with internal teams to maximize cross-referrals and provide guidance to colleagues.

Education

Bachelor’s degree in Business, Accounting, or Finance

Job description

Beem Credit Union is seeking a Business Advisor to manage a portfolio of small business members across Whistler and Pemberton, with travel between communities. You will advise on deposits, credit, insurance, and financial planning, focusing on financial wellness and digital tools.

Ideal candidates have 7–10 years in financial services, 5–7 in commercial portfolio management, and a relevant degree. A CCP or similar credential is a plus, with hybrid work and competitive compensation.