Senior Small Business Advisor

1 week ago

Canada Meridian Credit Union Ltd Full time
Senior Small Business Advisor - Multi-Unit Residential Specialist
Business Banking
Full-Time
BBC 500 - GTA

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.

Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.

We take the time to get to know our Members' business, anticipate their needs and provide customized solutions.

After all, our obligations are to our Members, not shareholders, and we take to heart the best interests of our Members and communities we serve We're passionate about what we can do for their business, and we're empowered to leverage our local autonomy to meet their unique needs.

In addition to building customized solutions for business, we offer full service commercial banking solutions, including a wide selection of daily banking products, complementary lending services, cash management solutions, as well as insurance and investments.

As a Senior Small Business Advisor – Multi-

Unit Residential Specialist:

You will be accountable for contributing to the overall success by achieving sales through business development, retention and referrals of Multi-Unit Residential (MUR) Members specifically.

The Advisor will manage an existing portfolio and/or build a Small Business portfolio by developing new relationships, while retaining and growing existing Meridian Credit Union Member relationships within the assigned communities.

The individual will be required to network to establish quality centres of influence (COIs) with local business leaders that will refer them business.

Manage a portfolio of MUR Member accounts and provide Small Business owners with exceptional service and sound financial advice to meet their unique business and personal credit, deposit, cash management and payment processing needs.

Analyze the Member's financial condition and recommend financial solutions to best meet the Member's business and personal needs.

Manage portfolio at an acceptable level of credit risk by completing credit reviews, authorizing, renewing or declining Member requests, preparing documentation and identifying any deteriorating and/or unsatisfactory trends.

Dedicate time to new acquisition activities, spending up to 50% of your time outside the branch.

Ensure profitability of all transactions by appropriate application of rates (discretionary pricing, risk based lending), service charges and collection of overdue interest.

foster business development through relationship and product knowledge.

Partner and work collaboratively with the Branch sales team and internal Wealth and Commercial partners to ensure Meridian provides the Member with the most appropriate solution to address their financial needs.

Follow audit, compliance, risk management, fraud policies and procedures.

Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the company values.

Participate in Company sponsored events in support of your local community.
Post-secondary education in a business or related field or relevant working experience.
~3-5 years of experience in a relevant small business or commercial environment including credit structuring, financial analysis, commercial real estate lending, daily banking services, account management and knowledge of all investment and lending products.
~ Current knowledge of industry, products and services, applicable risk management policies, legal and security documentation for small businesses.
~ Previous experience with Multi-Unit Residential lending is considered an asset for this role.
~ Entrepreneurial spirit and a passion for business development & sales.
~ Solid understanding of financial statements and business analysis.
~ Comfortable with networking and making new contacts.
~ Advanced credit and interviewing techniques, credit investigation and underwriting skills.
~ Experience with Microsoft Office applications.
~ Flexible availability (may include evenings & weekends occasionally for events).

The office will be located within the GTA area.

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us.

Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
This isn't your typical "corporate" job.

Meridian is Ontario's largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members.

Meridian has more than 75 years of banking history and is 100% owned by its members.

With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members.

With over 2000 employees and corporate offices located in Toronto and St.

Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve.

Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported.

We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

Thank you for your interest in Meridian Credit Union.
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