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Small Business Relationship Manager

3 months ago

Burnaby, British Columbia, Canada Gulf & Fraser Full time

Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit At Gulf & Fraser, we strive to create a future where everyone in our communities can achieve financial wellness.

For over 80 years, Gulf & Fraser has invested in what we value most:
our members, partners, employees, and our communities.

We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions.

We help our members find the best options to fulfill their financial potential.

We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.


What this role is all about:

  • The Business relationship manager is a Temporary (6 months) and mobile position working in partnership with various branches.
  • Works to proactively develop business from external sources, within current small business book and with the Gulf & Fraser membership. Seeks opportunities for crossselling and referrals to partner departments to continue to grow Gulf &Fraser's small business book as well as business overall.
  • Collaborates with branches and partner departments to market Gulf & Fraser's services and promote sales and growth in key target areas.
  • The incumbent works collaboratively with all credit union and subsidiary staff to proactively network, build relationships and seek business development opportunities with members and nonmembers to provide and promote a superior member experience.
  • Maintains positive and proactive business relationships with small business members and the community; actively promotes Gulf & Fraser through involvement in community groups, community events and business development opportunities.
  • Appropriately manages risk and ensures business accounts operate as authorized; takes necessary actions to correct delinquencies or unsatisfactory activity.

A little about your qualifications:

  • Postsecondary business degree or diploma
  • 5 years' experience in the financial industry, preferably in a small business capacity
  • Demonstrated success with sales, lending and account management, preferably business
  • Excellent relationship management capabilities
  • Valid BC Driver's License and reliable access to a vehicle
  • Fluency in Hindi / Punjabi (oral) is preferred
  • Equivalent combination of the above may be appropriate

What you'll gain:

  • Competitive base salary, reviewed annually
  • An incentive bonus plan
  • Flexible, topnotch benefits plan choose what's important to you, whether it's a transit pass, gym membership, or additional vacation time
  • Annual time off to recharge vacation starting at 3 weeks and 12 personal days
  • Amazing RRSP program we contribute at a great rate, whether you choose to contribute yourself or not
  • Loans at preferred interest rates, discounted banking accounts and credit cards, unique banking instruments, professional financial advice we are a credit union, after all
  • Professional development we're truly committed to our team's growth through inhouse training, personal coaching, leadership development programs, mentorship, tuition reimbursement, professional dues coverage, and conference participation
  • Connect and feel recognized through social events, Employee Recognition Night, and an employee recognition program that translates into real rewards

Who we are:

_ Power your possible__TM_
_._ At Gulf & Fraser, growth and development is an important facet of your experience and we encourage everyone to progress and contribute in a meaningful way. Here, you can develop and further your career alongside a team of passionate, empowered and engaged professionals who recognize the power of collaboration, innovation, recognition, and driving their own success. For us, the vision of 'Power your possible_TM_ extends to our teams, as well as our members.

_ Drive, contribute, grow - together. _We are stronger together and are proud to foster a caring, open-minded, and inclusive culture. We embrace diversity of backgrounds, ideas, perspectives, and experiences - this way we can meet the unique needs of our employees, members, and communities Join our team and let's work together to embody and promote our values: offering a welcoming environment, accountability, collaboration, and adaptability.

**Ready to join?