Business Banking Advisor (Mission Branch) Job in Mission for First West Credit Union |

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Business Banking Advisor (Mission Branch)

April 1 2021
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial Services, Bank, Insurance, Financial services, Sales, Business Development
Mission, BC

We are seeking a Business Banking Advisor to join our team.

This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members. The BBA provides advisory services and develops long-term relationships with current and potential business banking members and proactively seeks business banking or referral opportunities that contribute to the achievement of department and branch goals.

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

1. 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.

2. Portfolio Management: Manages and grows an existing portfolio of business banking members; builds long term relationships with existing members; conducts annual reviews on accounts within the assigned portfolio and ensures 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.

3. Sales and Service Strategy: Provides ongoing advisory services to business banking members; initiates referrals to product specialist as required; achieves or exceeds sales and growth targets.

4. Credit Underwriting: Reviews and analyzes loan requests, prepares application and approves within assigned limits or presents recommendation for loans outside limits. Conducts follow-up on delinquent accounts and overdrafts. Ensures profitability and appropriate pricing of loans and investments through application of rates, service charges and interest; negotiates terms and conditions within established policy and legal parameters.

5. Risk Management: Follows established operating procedures, lending policies, and security requirements and ensures that guidelines for risk and delinquency control are adhered to.

Required Skills, Experience & Qualifications:

  • College, Trade or Tech School Diploma (2 years) in business or related discipline is required
  • BBA certification program (within 12-18 months) required
  • PFP certification is preferred
  • Minimum 2 years retail/business/commercial lending or commercial credit experience
  • Sales experience
  • 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

Why work for us?

We offer a total rewards package that recognizes the meaningful work you do to support our members and our communities, which includes:

  • A competitive base salary plus performance-based incentive compensation
  • Annual merit pay increases
  • Flexible benefits as well as support for retirement benefits
  • Vacation time, a flexible “Day4U” and the option to purchase up to five additional vacation days
  • Other financial perks such as our Employee Banking Advantages which includes waived or reduced financial service fees, reduced rates on personal loans, mortgages and no-interest loans on lifestyle-related items that promote health, wellness, learning and business aptitude

In addition, you can enjoy socially conscious perks, like three paid days off every year, to volunteer for causes you care about.

What’s your place in the First West story? Apply now and let’s find out together.

First West regrets that only candidates selected for an interview will be contacted.

Diversity & Inclusion

First West Credit Union is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.