Branch Business

Occupation Type: Business Analyst, Business Development, Financial Services/Financial Analysis, Investment Banking, Lending – Commercial, Wealth Management/Investment Services

Career Level: Experienced (Non-Manager)

Employment Type: Full-time

Do you have a passion for helping agriculture and business clients in our communities succeed? This is your opportunity to partner with some of our most diverse and dynamic members, delivering forward-thinking, personalized advice and tailored financial solutions to meet their goals.

As a Branch Business/Ag Advisor, your focus is on Synergy’s business and agriculture clients (“members”). Your portfolio consists of members with more complex needs who require innovative and creative lending and deposit solutions to support their operations. In this position, you will get to know the agriculture and commercial markets, cultivate strong relationships, and generate growth by acquiring new members to Synergy.

This exciting opportunity partners you with agriculture and business members at the branch level providing commercial, agricultural, and consumer lending advice. The role collaborates with the Business & Ag Financial Centre and the Wealth Team when required to meet the broader and more involved financial needs of these valued members.

Are you ambitious, influential, and organized?

Do you have broad lending experience with a desire to focus in business & agriculture?

You are responsible for:

- Meeting with members to understand their business goals and advise on lending and other financial solutions,

- Identifying opportunities to successfully meet members’ needs, planting seeds for future products and services, and following up in a timely manner,

- Promoting retail products such as loans, mortgages, investments, mutual funds, credit cards, and account packages,

- Granting credit and managing a portfolio of members,

- Engaging in marketing and outreach activities to deepen existing relationships and proactively seek out new business opportunities and new members to grow the business,

- Collaborating with internal teams to deliver strong results for clients, and

- Completing activities aligned with legislation and Synergy’s policies and procedures.

You and your experience:

- You have related post-secondary education (i.e., a Diploma or Degree) with 5 years of related experience. An equivalent combination of education and experience may be considered.

- Credit union industry experience would be considered an asset.

- You are competent in all areas of Consumer, Business and Agricultural lending.

- Previous experience in sales while working with goals, strong closing and referral techniques, and pipeline development Is desired,

- Strong relationship and business development skills are conducive to creating and maintaining a sales pipeline,

Submit your cover letter and resume to careers@synergycu.ca , referencing competition #256103 in the subject line.

- Status: Permanent, full-time

- Salary: $70,408 – $88,011 per annum

- Location: Macklin Service Centre. Flexible hybrid (3 days on-site) may be negotiable.

- Hours: Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Must have the flexibility to work outside regular hours for travel, events, and member meetings.

- Travel: Travel is a requirement; successful candidate must have access to reliable transportation.

What do we offer?

- Investment in your professional development and career growth

- Benefits and Pension

- Preferred rates on our products and services

- Community involvement and volunteer opportunities

A little more about us:

Synergy Credit Union is a people-inspired credit union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (members’) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 30,000 members and have reached over $2.8 billion in assets under management.

We were named one of Saskatchewan’s Top Employers for the 8th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will undergo a bonding process that includes a criminal record check and credit check.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

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