Business Banking Advisor

5 months ago


Edmonton, Canada Christian Credit Union Full time

**Business Banking Advisor - Edmonton**

Christian Credit Union is a financial services organization that encourages biblical stewardship with service and advice from experts, while offering modern banking technology and a comprehensive range of financial services solutions. We are principled and benefit our members with competitive financial solutions, supporting Christian organizations and providing resources to make a difference in the world.

**We are seeking a business banking professional who is passionate about providing banking advice to businesses, churches and not-for-profit members in a Christian faith-based organization**

This is a unique opportunity for a business banking professional who is ready to add a different sense of purpose and calling to their work. This role is responsible for relationship management and credit adjudication of a portfolio of commercial and not-for-profit business members with complex banking needs.

**OUR MISSION**

**We encourage people to be good stewards of the financial resources God has given to them. **_“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.”_ - 1 Peter 4:10 NIV

**OUR VISION**

**KEY RESPONSIBILITIES**:

- Manages a diverse business banking portfolio of up to $25M with complex lending needs, including small businesses, churches and not-for-profit organizations.
- Structures and grants commercial loans, mortgages and operating lines of credit for business purposes within lending limits.
- Builds relationships and participates in business development activities with existing clients; networks with external business organizations and individuals to generate referrals.
- Completes annual reviews of risk and profitability of member connections; monitors problem accounts and executes actions to mitigate risk.
- Reviews member needs and identifies opportunities to provide appropriate banking solutions through referrals to other partners/lines of business within the organization.
- Conducts compliance reviews and follow up to ensure overall regulatory compliance of business loans in accordance with sound business practice, legislation, regulations, policies, and procedures.

**SKILLS AND ATTRIBUTES**:

- Demonstrates Christian character and the Christian Credit Union core values of humble, hungry and people smart with a desire to promote biblical financial stewardship.
- Strong working knowledge of the business banking products and services including lending and adjudication; experience within the credit union system is an asset.
- Solutions oriented with strong attention to detail, strong analytical skills and critical thinking.
- Demonstrates relationship building and sales proficiency.
- Thrives in a fast-paced, changing environment with mínimal supervision; managing multiple tasks effectively and efficiently while demonstrating sound judgment in prioritization of work activities to achieve results.

**QUALIFICATIONS AND REQUIREMENTS**:

- Bachelor’s Degree with preference given to a B. Commerce or equivalent experience.
- 1 - 3 years of commercial lending experience.
- Minimum of 3 years banking, accounting or finance experience.

**Job Types**: Full-time, Permanent

Pay: $67,997.00-$90,662.00 per year

**Benefits**:

- Company pension
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- RRSP match
- Vision care

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Financial services: 3 years (required)
- Commercial Lending: 1 year (required)

Work Location: In person


  • Banking Advisor

    3 weeks ago


    Edmonton, Alberta, Canada National Bank Full time

    Job Title: Banking AdvisorJob Summary:We are seeking a Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking products and services.Key Responsibilities:Provide personalized banking solutions to clientsDevelop and maintain...

  • Banking Advisor

    3 weeks ago


    Edmonton, Alberta, Canada National Bank Full time

    Job Title: Banking AdvisorJob Summary:We are seeking a Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking solutions.Key Responsibilities:Provide personalized banking solutions to clientsOffer advice on investment, personal...

  • Banking Advisor

    4 weeks ago


    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryUnlock Your Potential as a Banking AdvisorWe are seeking a highly motivated and client-focused Banking Advisor to join our team at Royal Bank of Canada. As a Banking Advisor, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProactively engage with clients to understand their...

  • Banking Advisor

    4 weeks ago


    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryUnlock Your Potential as a Banking AdvisorWe are seeking a highly motivated and client-focused Banking Advisor to join our team at Royal Bank of Canada. As a Banking Advisor, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProactively engage with clients to understand their...

  • Banking Advisor

    1 week ago


    Edmonton, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and financial guidance to our clients. This role offers opportunities for development and growth within the organization.Key ResponsibilitiesProvide personalized financial...


  • Edmonton, Canada Christian Credit Union Full time

    **Business Banking Advisor** Christian Credit Union is a financial services organization with branch locations in Edmonton, Calgary and Lethbridge. We encourage biblical stewardship with service and advice from experts, while offering modern banking technology and a comprehensive range of financial services solutions. We are principled and benefit our...

  • Banking Advisor

    4 weeks ago


    Edmonton, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals, and building strong relationships with our customers.Key ResponsibilitiesListen to clients' needs...

  • Banking Advisor

    4 weeks ago


    Edmonton, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals, and building strong relationships with our customers.Key ResponsibilitiesListen to clients' needs...

  • Banking Advisor

    4 weeks ago


    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryUnlock Your Potential as a Banking AdvisorWe are seeking a highly motivated and client-focused Banking Advisor to join our team at Royal Bank of Canada. As a Banking Advisor, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProactively engage with clients to understand their...

  • Banking Advisor

    4 weeks ago


    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryUnlock Your Potential as a Banking AdvisorWe are seeking a highly motivated and client-focused Banking Advisor to join our team at Royal Bank of Canada. As a Banking Advisor, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProactively engage with clients to understand their...

  • Banking Advisor

    1 month ago


    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Banking Advisor to join our team at the Royal Bank of Canada. As a Banking Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide...

  • Banking Advisor

    1 month ago


    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Banking Advisor to join our team at the Royal Bank of Canada. As a Banking Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide...

  • Banking Advisor

    3 weeks ago


    Edmonton, Alberta, Canada National Bank Full time

    Job Title: Banking AdvisorAs a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building strong relationships with our customers. Your analytical skills and friendly approach will enable you to offer a people-centric experience, meeting the diverse needs of our clients.This role offers opportunities for...

  • Banking Advisor

    1 month ago


    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly motivated and client-focused Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized...

  • Banking Advisor

    1 month ago


    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly motivated and client-focused Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized...

  • Banking Advisor

    4 weeks ago


    Edmonton, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized financial advice and solutions to clients,...

  • Banking Advisor

    4 weeks ago


    Edmonton, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized financial advice and solutions to clients,...

  • Banking Advisor

    4 weeks ago


    Edmonton, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized financial advice and guidance to clients,...

  • Banking Advisor

    4 weeks ago


    Edmonton, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized financial advice and guidance to clients,...

  • Financial Advisor

    2 months ago


    Edmonton, Alberta, Canada Arrow Financial Business Full time

    Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking, wealth management, and private banking.Key...