Senior Business Services Advisor (Penticton Regional Office)
Top Benefits
About the role
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 Senior Business Services Advisor is also responsible for the management and growth of 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 to the Business Banking Advisors and the other 25% of the time is spent managing their portfolio. Targets are reflective of this split. The Senior Business Services Advisor role is a development position and, once the required skill and experience level is achieved, will ideally move into an available Senior Financial Advisor or Business Banking Advisor (BBA) role – typically this would take approximately 2 years.
Here’s what would be included as a part of your typical day
- Administrative Support: Support Business Banking Advisors with accurate and timely reporting, financial analysis, collections, annual reviews, and general transactional support.
- Portfolio Management: Manages and grows an existing portfolio of business banking members and their associated personal banking and wealth management needs. Builds long term relationships with existing members and conducts annual reviews on accounts within the assigned portfolio ensuring all terms and conditions of credit are being met. Engages with members, through interviews and other meetings, to identify their current and future financial needs and concerns.
- Business Development: Develops and executes long term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicits new business by pursuing, establishing, and maintaining community contacts and networks with external business organizations and individuals to generate new business and/or referrals.
- Sales and Service Strategy: Achieves or exceeds sales and growth charts by providing ongoing advisory services to business banking members and initiating referrals to product specialist as required.
- Wealth Management: As a licensed MFDA Advisor, provides wealth and investment solutions.
- Risk Management: Initiates collection activity in the event of delinquency less than 90 days and recommends appropriate course of action to address significantly delinquent accounts and to maximize recovery of funds.
Required Skills, Experience & Qualifications
- College, Trade or Tech School Diploma (2 years) in Business or related discipline or equivalent combination of education and experience required
- Must complete the internal First West certification program specific to this role within the required timeframe
- MFDA License (within 6 months) required
- 2 years of retail/business/commercial lending or commercial credit experience required
- Sales experience preferred
- Strong relationship builder and communicator with a demonstrated ability to work well in a team environment
- Results oriented attitude with demonstrated business development techniques
- Strong organizational and time management skills with the flexibility to adapt to a constantly changing environment
- Proficiency in Microsoft Office applications, specifically MS Excel and Word.
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
About Us What’s in it for you: First, we strive to make our team members feel genuinely rewarded. You’ll have:
- Mental health coverage and resources
- Customizable health benefits, as well as topped-up parental leave
- Performance-based compensation, employee banking advantages and group RRSP matching
- Vacation time and flexible work arrangements to support your lifestyle
We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.
We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.
By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.
Take the next step in your career as part of our team. Apply for this opportunity!
Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check. Diversity, Equity, Inclusion & Belonging At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.
We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.
If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.
Your individuality is welcome here.
About Us We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on First West Credit Union.
Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.
About Valley First, a division of First West Credit Union
Valley First is a division of First West Credit Union, B.C.'s third-largest credit union, with nearly $18.6 billion in total assets and assets under administration, more than 253,000 members and approximately 1,250 employees.
Despite tremendous growth since Valley First's inception in 1947, it remains close to the communities and people it serves by providing competitively priced financial services and supporting community initiatives through donations, sponsorships and volunteer participation.
Senior Business Services Advisor (Penticton Regional Office)
Top Benefits
About the role
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 Senior Business Services Advisor is also responsible for the management and growth of 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 to the Business Banking Advisors and the other 25% of the time is spent managing their portfolio. Targets are reflective of this split. The Senior Business Services Advisor role is a development position and, once the required skill and experience level is achieved, will ideally move into an available Senior Financial Advisor or Business Banking Advisor (BBA) role – typically this would take approximately 2 years.
Here’s what would be included as a part of your typical day
- Administrative Support: Support Business Banking Advisors with accurate and timely reporting, financial analysis, collections, annual reviews, and general transactional support.
- Portfolio Management: Manages and grows an existing portfolio of business banking members and their associated personal banking and wealth management needs. Builds long term relationships with existing members and conducts annual reviews on accounts within the assigned portfolio ensuring all terms and conditions of credit are being met. Engages with members, through interviews and other meetings, to identify their current and future financial needs and concerns.
- Business Development: Develops and executes long term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicits new business by pursuing, establishing, and maintaining community contacts and networks with external business organizations and individuals to generate new business and/or referrals.
- Sales and Service Strategy: Achieves or exceeds sales and growth charts by providing ongoing advisory services to business banking members and initiating referrals to product specialist as required.
- Wealth Management: As a licensed MFDA Advisor, provides wealth and investment solutions.
- Risk Management: Initiates collection activity in the event of delinquency less than 90 days and recommends appropriate course of action to address significantly delinquent accounts and to maximize recovery of funds.
Required Skills, Experience & Qualifications
- College, Trade or Tech School Diploma (2 years) in Business or related discipline or equivalent combination of education and experience required
- Must complete the internal First West certification program specific to this role within the required timeframe
- MFDA License (within 6 months) required
- 2 years of retail/business/commercial lending or commercial credit experience required
- Sales experience preferred
- Strong relationship builder and communicator with a demonstrated ability to work well in a team environment
- Results oriented attitude with demonstrated business development techniques
- Strong organizational and time management skills with the flexibility to adapt to a constantly changing environment
- Proficiency in Microsoft Office applications, specifically MS Excel and Word.
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
About Us What’s in it for you: First, we strive to make our team members feel genuinely rewarded. You’ll have:
- Mental health coverage and resources
- Customizable health benefits, as well as topped-up parental leave
- Performance-based compensation, employee banking advantages and group RRSP matching
- Vacation time and flexible work arrangements to support your lifestyle
We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.
We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.
By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.
Take the next step in your career as part of our team. Apply for this opportunity!
Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check. Diversity, Equity, Inclusion & Belonging At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.
We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.
If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.
Your individuality is welcome here.
About Us We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on First West Credit Union.
Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.
About Valley First, a division of First West Credit Union
Valley First is a division of First West Credit Union, B.C.'s third-largest credit union, with nearly $18.6 billion in total assets and assets under administration, more than 253,000 members and approximately 1,250 employees.
Despite tremendous growth since Valley First's inception in 1947, it remains close to the communities and people it serves by providing competitively priced financial services and supporting community initiatives through donations, sponsorships and volunteer participation.