New job at First West Credit Union (via |

Cash Management Advisor Full-Time

March 14 2019
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial Services
Broughton, NS

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.

We are seeking a Cash Management Advisor to join our team.

The Cash Management Advisor is responsible for sourcing and securing new high net worth deposit business (both retail and commercial) through current members or potential new members. This role provides support to all commercial hubs for commercial/business accounts (primarily non-borrowing accounts) that require business services. The Cash Management Advisor structures tailored banking proposals in conjunction with key stakeholders and partners with commercial and retail business lines identifying and following up on business development opportunities and supports the growth of products for business delivered by all FW lines of business.

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

  1. Business Development: Proactively develops and expands existing relationships, centres of influence and member relationships for commercial and retail referrals; engages in business development activities on own or in conjunction with commercial and retail staff to expand on contracts and centres of influence. Identifies opportunities, completes a detailed analysis of needs and presents findings to the appropriate authorizer for business services agreements with a recommendation for acceptance or rejection based on analysis of pricing and assessment of profitability; and identifies and develops relationships with key stakeholders that ensure ongoing growth of large deposits for FW.
  2. Sales and Service Strategy: Develops and achieves on annual basis, budget and marketing plans for the FW commercial portfolio. Provides support to the commercial team and the retail banking network on deposit product knowledge, cash management services and the full range of business banking services. Identifies opportunities for additional deposit and/or lending business and acting upon them or making referrals to specific product specialists, where appropriate. Analyzes business needs and opportunities; presents and sells merchant services to business members. Achieves or exceeds annual targets and goals.
  3. Risk Management: Works closely with treasury to determine appropriate rates and service pricing models. Gathers information from specific product specialists to determine products and services that would be appropriate to include in a proposal.

Required Skills, Experience & Qualifications:

  • College, Trade or Tech School Diploma (2 years)
  • Bachelor’s Degree in a related discipline (preferred)
  • Minimum 2 years’ experience in a business banking sales roles
  • Proficiency in Microsoft Office Applications, specifically MS Excel and Word
  • Proven skills in business development, sales and relationship building; recognized as a top performer in field
  • Ability to quickly establish and sustain credibility with business owners and managers as a financial service provider
  • Skills and experience in investment and lending products and services
  • Demonstrated effective speaking /listening and written communication skills , as well as effective presentation skills

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 “Day4U”, and the ability to purchase up to 5 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.

Company: Island Savings, a Division of First West Credit Union

Apply now!