Business Banking Advisor
5 months ago
**Business Banking Advisor - Calgary**
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 opening an advisory office in SW Calgary and 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
**Salary**: $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
Calgary, Alberta, Canada National Bank Full timeAbout the RoleAs a Banking Advisor at National Bank, you will play a vital role in delivering exceptional client experiences and providing personalized banking solutions. This dynamic role requires a strong analytical mindset, excellent communication skills, and a passion for building strong relationships with clients.Key ResponsibilitiesProvide expert...
-
Banking Advisor
3 weeks ago
Calgary, Alberta, Canada National Bank Full timeJob SummaryWe are seeking a highly motivated and customer-focused 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 ResponsibilitiesDevelop and maintain strong relationships with clients to understand their...
-
Banking Advisor
3 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout 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 be responsible for providing exceptional client service and advice on personal and small business banking solutions.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Provide advice...
-
Banking Advisor
2 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout 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 be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Give advice and offer...
-
Banking Advisor
1 month ago
Calgary, Alberta, Canada National Bank Full timeAbout 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 banking solutions to clients, including...
-
Banking Advisor
1 month ago
Calgary, Alberta, Canada National Bank Full timeAbout 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 banking solutions to clients, including...
-
Banking Advisor
1 month ago
Calgary, Alberta, Canada National Bank Full timeAbout 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 banking solutions to clients, including...
-
Banking Advisor
1 month ago
Calgary, Alberta, Canada National Bank Full timeAbout 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 banking solutions to clients, including...
-
Banking Advisor
2 weeks ago
Calgary, Alberta, Canada National Bank Full timeJob Title: Banking AdvisorJob Summary:We are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional service to our clients, understanding their financial needs, and offering tailored solutions to meet their goals.Key Responsibilities:Provide...
-
Banking Advisor
2 weeks ago
Calgary, Alberta, Canada National Bank Full timeJob SummaryAs a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building strong relationships with our clients. You will be responsible for listening to clients' needs and resolving complex situations, providing advice and solutions for personal and small business clients, and ensuring client...
-
Banking Advisor
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout 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 banking services to clients, including...
-
Banking Advisor
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout 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 banking services to clients, including...
-
Banking Advisor
3 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProvide personalized banking solutions to clients, including investment, mortgage, and insurance...
-
Banking Advisor
4 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada> Full timeJob SummaryThis is an exciting opportunity for a skilled Banking Advisor to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients in the Calgary South network of Branches.Key ResponsibilitiesProactively engage with clients to understand their...
-
Banking Advisor
4 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada> Full timeJob SummaryThis is an exciting opportunity for a skilled Banking Advisor to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients in the Calgary South network of Branches.Key ResponsibilitiesProactively engage with clients to understand their...
-
Banking Advisor
1 month ago
Calgary, Canada Royal Bank of Canada Full time**Job Summary** This Banking Advisor opportunity is intended for the entire Calgary South network of Branches. **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and...
-
Everyday Banking Advisor 1
4 weeks ago
Calgary, Canada ATB Financial Full timeAt ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...
-
Everyday Banking Advisor 1
5 days ago
Calgary, Canada ATB Financial Full timeAt ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...
-
Senior Banking Specialist
3 weeks ago
Calgary, Alberta, Canada National Bank Full timeJob Title: Senior Banking SpecialistAs a Senior Banking Specialist at National Bank, you will play a key role in transforming the client experience. You will leverage your expertise in transactional banking and credit solutions to support our NBF Wealth Management advisors and their clients. Delivering exceptional customer service is our top priority, and we...
-
Senior Banking Specialist
2 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout the Role:We are seeking a Senior Banking Specialist to join our team in Calgary. As a Premium Banker, you will leverage your expertise in transactional banking and credit solutions to support our NBF Wealth Management advisors and their clients.Your Key Responsibilities:Recommend and implement strategic financing solutions tailored to the needs of...