Job Description We are currently seeking a Business Membership Advisor to join our team.

The Business Membership Advisor acts as a subject matter expert on business memberships and is responsible for opening new unassigned business memberships in accordance with applicable policies and guidelines, seeking sales and referral opportunities during meetings with prospective business members, and making appropriate introductions to other lines of business. Priorities include completing discovery meetings with prospective business members to identify their goals, identifying high-value prospective members and referring them to an appropriate Business or Commercial Banking Advisor, and transferring knowledge and expertise to retail team members.

Here’s what would be included as a part of your typical day

• Member Service: Handles all new and unassigned business membership requests in a virtual environment. Responsible for discovering member needs and either fulfills or refers to the appropriate advisor. Helps create a consistent member experience for all business members, which includes working closely with the branches and the Member Advice Centre. Expected to complete 75% of the opportunities discovered.
• Sales and Service Strategy: Achieves or exceeds sales goals by providing services to prospective business banking members and initiating referrals to product specialists as required.
• Compliance and Audit: Ensures that every membership is opened in accordance with applicable procedures and guidelines. Acts as the first line of defense for First West.
• Business Expertise: Acts as a business membership subject matter expert. Builds strong relationships with each branch and works to build branch skillsets to help our business members. Visits each branch (in person or virtually) every quarter to help facilitate the transfer of knowledge.
• Business Credit Applications: Completes matrix approved business lending requests for members where the need has been identified. May also complete a needs assessment for creditor insurance as necessary.
• Organizational Goals: Supports the achievement of First West’s annual goals and objectives through proactive promotion of First West products and services, and actively seeks potential referral opportunities during interactions with members or general public. Achieves established annual sales and referral targets.

Required Skills, Experience & Qualifications

• Diploma in Business or related discipline required
• 2 years experience in retail, business, or commercial lending as well as sales required
• Knowledge regarding different business structures such as trusts, corporations, and partnerships 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 organization and time management skills with the flexibility to adapt to a constantly changing
• Proficiency in Microsoft Office Applications, specifically 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.