Business Banking Advisor

4 days ago

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

We are currently seeking a full-time Business Banking Advisor to join our team in Chilliwack, BC.

This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members and their associated retail banking and wealth management needs. The BBA provides advisory services and develops long-term relationships with current and potential business banking members and proactively seeks business banking or referral opportunities that contribute to the achievement of department and branch goals.

**Here’s what would be included as a part of your typical day**
- **Business Development**:Develops and executes long term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicits new business by pursuing, establishing and maintaining community contacts and networks with external business organizations and individuals to generate new business and/or referrals.
- **Portfolio Management**:Manages and grows an existing portfolio of business banking members; and their associated personal banking and wealth management needs; builds long term relationships with existing members; conducts annual reviews on accounts within the assigned portfolio and ensures all terms and conditions of credit are being met. Engages with members, through interviews and other meetings, to identify their current and future financial needs and concerns.
- **Sales and Service Strategy**:Provides ongoing advisory services to business banking members; initiates referrals to product specialist as required; achieves or exceeds sales and growth targets.
- **Wealth Management**:As a licensed MFDA Advisor, provides wealth and investment solutions.
- **Risk Management**: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.

**Required Skills, Experience & Qualifications**
- Bachelor's Degree in Business or equivalent combination of education and experience required
- Must complete the internal First West certification program specific to this role within the required timeframe
- Mutual Funds License required
- 4 years retail/business/commercial lending or commercial credit experience or equivalent required
- Sales experience preferred
- Strong relationship builder and communicator with a demonstrated ability to work well in a team environment
- 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.
- 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**:

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