Commercial Banking Advisor

3 months ago

Delta, Canada Envision Financial, a division of First West Credit Union Full time

We are currently seeking a Commercial Banking Advisor to join our team at our North Delta Envision Financial branch.

The Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of commercial members. This role provides the full range of commercial lending and investment services to commercial members and proactively identifies potential new commercial members through referrals, business development, networks, and contacts in the community.

**Here’s what would be included as a part of your typical day**
- **Business Development**:Establishes and maintains relationships with existing members, networks with external business organizations and individuals in the business community to generate referrals. Pursues relationships with new commercial members and actively promotes the organization through participation in community initiatives and events.
- **Portfolio Management**:Assists in development of annual business plans by researching market opportunities and needs within the assigned market area; maintains regular contact with portfolio members and builds long term relationships that ensure the continued growth and profitability of the portfolio.
- **Sales and Service Strategy**:Provides commercial lending and investment advisory services to commercial members for commercial mortgages, loans, lines of credit and registered investment products; initiates referrals to product specialists as required; and achieves or exceed annual sales and growth targets.
- **Risk Management**:Conducts annual reviews or assists in compiling documents for annual reviews on commercial accounts within assigned portfolio and ensure all terms and conditions of credit are being met and reports regularly on the status and performance of portfolio; 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; and assists credit recovery with collection activity on non-accrual loans as required.

**Required Skills, Experience & Qualifications**
- Bachelor's Degree in a related discipline or equivalent combination of education and experience
- 5 years retail or commercial banking experience or equivalent required
- Sales experience preferred
- Strong relationship builder and communicator with a demonstrated ability to work well in a team environment
- Excellent listening skills with the ability to understand the needs of a client and match appropriate solutions
- Results oriented attitude with demonstrated business development techniques
- Strong organizational and time management skills with the flexibility to adapt to a constantly changing environment
- Proficiency in Microsoft Office Applications, specifically MS Excel and Word.
- Overnight travel may be occasionally required, up to 6 times per year
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

**Why work for us?**

We offer a total rewards package that recognizes the meaningful work you do to support our members and our communities, which includes:

- A competitive base salary plus performance-based incentive compensation
- Annual merit pay increases
- Flexible benefits as well as support for retirement benefits
- Vacation time, a flexible “Day4U” and the option to purchase up to five additional vacation days
- Other financial perks such as our Employee Banking Advantages which includes waived or reduced financial service fees, reduced rates on personal loans, mortgages and no-interest loans on lifestyle-related items that promote health, wellness, learning and business aptitude

In addition, you can enjoy socially conscious perks, like three paid days off every year, to volunteer for causes you care about.

**Diversity & Inclusion**:

  • Commercial Banking Analyst

    2 weeks ago

    Delta, British Columbia, Canada Envision Financial, a division of First West... Full time

    Job SummaryWe are seeking a highly skilled Commercial Banking Analyst to join our team at Envision Financial, a division of First West Credit Union. As a Commercial Banking Analyst, you will play a key role in providing administrative and analytical support to our commercial sales team.Key ResponsibilitiesFinancial Analysis: Conduct in-depth analysis of...

  • Commercial Analyst

    1 week ago

    Delta, British Columbia, Canada Envision Financial, a division of First West... Full time

    About the RoleWe are seeking a highly skilled Commercial Analyst to join our team at Envision Financial, a division of First West Credit Union. As a Commercial Analyst, you will play a key role in supporting our commercial sales team and providing analytical support to drive business growth.Key ResponsibilitiesFinancial Analysis: Conduct in-depth analysis of...

  • Commercial Analyst

    1 week ago

    Delta, British Columbia, Canada Envision Financial, a division of First West... Full time

    About the RoleWe are seeking a highly skilled Commercial Analyst to join our team at Envision Financial, a division of First West Credit Union. As a Commercial Analyst, you will play a key role in supporting our commercial sales team and providing analytical support to drive business growth.Key ResponsibilitiesFinancial Analysis: Conduct in-depth analysis of...

  • Relationship Manager, Corporate

    3 months ago

    Delta, Canada ICICI Bank Ltd Full time

    **Area of Responsibility** 1. Acquire and maintain business loan clients for the bank 2. Perform various financing activities as per customer’s requirement handling products like Working capital, Term Loan etc. 3. Create lending proposals for commercial and business banking clients. Use credit knowledge and knowledge of various products for deal...

  • Commercial Business Analyst

    2 weeks ago

    Delta, British Columbia, Canada Envision Financial Full time

    **Job Summary**We are seeking a highly skilled Commercial Business Analyst to join our team at Envision Financial. As a Commercial Business Analyst, you will play a key role in providing administrative and analytical support to our commercial sales team.**Key Responsibilities**Provide financial analysis and support to commercial sales team members.Conduct...

  • Commercial Business Analyst

    1 week ago

    Delta, British Columbia, Canada Envision Financial Full time

    **Job Summary**We are seeking a highly skilled Commercial Business Analyst to join our team at Envision Financial. As a Commercial Business Analyst, you will play a key role in providing administrative and analytical support to our commercial sales team.**Key Responsibilities**Provide financial analysis and support to commercial sales team members.Conduct...

  • Commercial Business Analyst

    2 weeks ago

    Delta, British Columbia, Canada Envision Financial Full time

    Job DescriptionEnvision Financial is seeking a highly skilled Commercial Business Analyst to join our team. As a Commercial Business Analyst, you will play a key role in providing administrative and analytical support to our commercial sales team.Key Responsibilities:Financial Analysis: Conduct in-depth analysis of financial statements to identify potential...

  • Senior Financial Advisor

    2 weeks ago

    Delta, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...

  • Senior Financial Advisor

    2 weeks ago

    Delta, Canada Scotiabank Full time

    Requisition ID: 206534Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Senior Financial Advisor

    2 weeks ago

    Delta, Canada Scotiabank Full time

       Requisition ID: 206534Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Senior Financial Advisor

    10 hours ago

    Delta, Canada Scotiabank Full time

    Requisition ID: 206534Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Advisor

    3 months ago

    Delta, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...

  • Member Advisor

    3 months ago

    Delta, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Member Advisor to join our team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to...

  • Junior Accounting Clerk

    3 months ago

    Delta, Canada Commercial Lighting Products Full time

    Junior Accounting/Admin Assistant Commercial Lighting Products Ltd. (CLP), Canada's largest independent lighting wholesaler is currently seeking a Junior Accounting/Admin Assistant to join our team at our head office located on Annacis Island in Delta, BC. Applicants who looking to build resume experience in the accounting and/or administration field are...

  • Member Advisor

    2 weeks ago

    Delta, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled and motivated Member Advisor to join our team at Envision Financial. As a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to meet those needs.Key ResponsibilitiesMember Service: Respond to member inquiries...

  • Member Advisor

    1 week ago

    Delta, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled and motivated Member Advisor to join our team at Envision Financial. As a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to meet those needs.Key ResponsibilitiesMember Service: Respond to member inquiries...

  • Financial Advisor Associate

    2 weeks ago

    Delta, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled and motivated Member Advisor to join our team at Envision Financial. As a Member Advisor, you will play a critical role in providing exceptional customer service and support to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesMember Service: Provide timely and effective...

  • Financial Advisor Associate

    1 week ago

    Delta, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled and motivated Member Advisor to join our team at Envision Financial. As a Member Advisor, you will play a critical role in providing exceptional customer service and support to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesMember Service: Provide timely and effective...

  • Service Advisor/service Writer

    3 months ago

    Delta, Canada Fountain Tire Full time

    Overview: **Fountain Tire (Delta, Commercial)** is searching for a friendly and dedicated individual to perform **Insides Sales and Service Writing** duties. As part of the front-line staff, the Inside Sales Representative is responsible for ensuring that all customers are provided with top-notch customer service, consultation and explanation of required...

  • Mobile Mortgage Specialist

    3 months ago

    Delta, Canada ICICI Bank Ltd Full time

    ICICI Bank Canada is a wholly-owned subsidiary of ICICI Bank Limited which has its headquarters in Mumbai, India. ICICI Bank Limited is a leading private sector bank in India.. Established in December 2003, ICICI Bank Canada is a full-service direct bank with an asset base of about C$6.5 billion as at December 31, 2019, and it is a member of the Canada...