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Business Banking Advisor
October 22 2020
Industries
Bank, Insurance, Financial services
Categories Bank, Insurance, Financial Services, Bank, Insurance, Financial services, Sales, Business Development
Armstrong, BC
If you believe in the same things we do, let’s talk.
First West Credit Union is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond. We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.
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:
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.
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.
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.
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 (two years) (required)
- BBA certification program (required)
- Mutual Funds License
- Minimum two years retail/business/commercial lending or commercial credit experience
- Sales experience
- Proficiency in Microsoft Office Applications, specifically MS Excel and Word.
- 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?
Our employees give us a lot and we think it’s only right to give something back. We offer a total rewards package that includes:
- A competitive base salary plus performance-based incentive compensation and annual merit pay increases
- Flexible benefits as well as retirement benefits
- Vacation time, a flexible bonus day off every year, and the ability to purchase up to five additional flex days
- Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-interest loans to buy computers or fitness equipment for home use
- But most of all, we’re invested in our local communities. Our initiatives are far-reaching with a special focus on raising food, funds and awareness for our local food banks. We volunteer and employees can be provided with paid time off to volunteer their time to assist in serving an organization.
What’s your place in the First West story? Apply now and let’s find out together!
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.
First West regrets that only candidates selected for an interview will be contacted.