Business Banking Advisor

2 weeks ago

Vancouver, British Columbia, Canada First Credit Union Full time
Join a team where passion meets purpose At First Credit Union, we take pride in being one of B.C.'s Top Employers—a reflection of our team members who value meaningful work, opportunities for growth, and making a difference. As a certified B Corp, we are part of a global movement using business as a force for good. With branches in eight vibrant locations along B.C.'s south coast, we are driven by our vision of building financially healthy communities and our purpose to empower through knowledge. If this vision excites you, we'd love to have you join our team

First Credit Union is searching for a passionate and driven Business Banking Advisor to join our Business Banking Team in the Comox Valley If you thrive on building relationships, supporting local businesses, and providing expert financial guidance, this is the perfect opportunity for you. In this role, you will manage a diverse portfolio, grow our business deposit portfolio through strong community engagement, and develop lasting member relationships. You will also collaborate with our Business Lending team to identify cross-selling opportunities, helping businesses access the financial solutions they need to succeed.

Your expertise will drive exceptional member service, and operational efficiency, and contribute to our continued growth.

Major Responsibilities:

- Develops and executes long-term and weekly sales plans to retain existing business and attract new opportunities while fostering meaningful relationships that drive departmental success.
- Proactively seeks new business by building strong community networks and maintaining relationships with external organizations and individuals to generate referrals.
- Cultivates long-term relationships with existing members, conducting annual account reviews to ensure ongoing financial alignment.
- Engages with members through consultations and meetings to understand their current and future financial needs.
- Oversees a portfolio of business members with large deposit relationships, including business banking members, Strata Corporations, non-profits, and municipalities across our communities.
- Collects and reviews necessary documentation from potential and existing members to complete business account applications, ensuring compliance with policies and procedures.
- Advises members on FCU Collabria VISA products and submits applications on Lending 360, including Springboard.
- Provides ongoing support and guidance for members using Payment Stream (AFT) services, conducting financial analyses and annual reviews as needed.
- Assists businesses with foreign exchange solutions.
- Offers expert advice on Merchant Services and liaises with the FCU provider.
- Provides guidance on payroll services to support business operations.
- Collaborates with the Commercial Lending, retail banking, and wealth management teams to identify cross-selling opportunities.
- Supports branch employees by serving as a subject matter expert on business banking processes, products, and services.
- Contributes to process improvement initiatives to enhance efficiency and elevate the member experience.
- Ensures compliance with the First Credit Union Investment and Lending Policy (ILP) and other procedural policies.

MINIMUM SKILL AND KNOWLEDGE REQUIREMENTS:

- 2-5 years of experience in financial services with a strong foundation in commercial/small-business banking and business development.
- Proven expertise in credit union commercial banking, relationship management, and compliance.
- Self-motivated and proactive with the ability to maintain strong relationships with key interest holders.
- Bachelor's degree in Business Management, Finance, or a related field (preferred).
- Exceptional research, analytical, problem-solving, and organizational skills, with keen attention to detail and a strong sense of ownership.
- Demonstrated analytical abilities and a foundational understanding of portfolio management.
- Familiarity with online financial services tools, including Central1 manuals, personal property registry, and credit bureaus.
- Strong organizational and multitasking skills, with the ability to thrive in a fast-paced, team-oriented environment.
- Excellent written and verbal communication skills with the ability to convey complex information clearly.
- Adaptable and capable of working both independently and collaboratively to drive results.

Compensation: Base salary of $76,067 annually + commission

Why work for us?

- Take advantage of opportunities for career development including continuous training, education support and career planning.
- Embrace our commitment to employee wellness including a comprehensive employee and family assistance program.
- Enjoy a competitive compensation package.
- Be part of a company that is dedicated to making a meaningful community impact.

Who should apply?

To support employment equity and diversity in the workplace, we welcome applications from all groups, including visible minorities, Indigenous Peoples, persons with disabilities, persons of diverse sexual orientation, gender identity or expression (LGBTQ2S+), and others who may contribute to diversity at First Credit Union. We also recognize unique styles, perspectives, and beliefs that support a diverse, respectful, and inclusive work environment.

#J-18808-Ljbffr

  • Business Banking Advisor

    5 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 221033Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you'll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...

  • Banking Advisor

    3 weeks ago

    Vancouver, British Columbia, Canada NATIONAL BANK OF CANADA Full time

    Attendance On-Site Job number 24205 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 10-Jan-2025 Location: Richmond, British Columbia City Richmond Province/State British Columbia Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank...

  • Banking Advisor

    2 days ago

    Vancouver, British Columbia, Canada TD Bank Full time

    Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Banking Advisor. In this role, you will be responsible for providing expert advice and guidance to clients on a range of banking products and services. The ideal candidate will possess strong analytical skills, be able to think critically, and have a passion...

  • Digital Banking Advisor

    3 weeks ago

    Vancouver, British Columbia, Canada National Bank Full time

    Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing,...

  • Personal Banking Advisor

    5 hours ago

    Vancouver, British Columbia, Canada TD Bank Full time

    We're looking for a talented individual to fill the role of Personal Banking Advisor at TD Bank. As a key member of our customer service team, you'll be responsible for delivering exceptional customer experiences through personalized advice and support.About the PositionIn this role, you'll work closely with customers to understand their financial needs and...

  • Small Business Advisor

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat you'll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer's...

  • Small Business Advisor

    12 hours ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat you'll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer's...

  • Banking Advisor

    3 weeks ago

    Vancouver, British Columbia, B6B, British Columbia, Canada National Bank Full time

    Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...

  • Banking Advisor

    5 days ago

    West Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job Summary Job DescriptionNote: This posting will be used to fill several Banking Advisor positions in the West Vancouver Community at these three branches: West Vancouver Main, Park Royal and Edgemont Village.If you are a successful candidate, flexibility to support any branch in the West Van Community is expected.What...

  • Small Business Advisor

    4 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Title: Small Business Advisor - 510 Burrard BranchRequisition ID: 208617Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat you'll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network,...

  • Banking Advisor

    5 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job Summary Job DescriptionWhat 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 investment needs. As an RBC ambassador, you add value in the...

  • Business Relationship Advisor

    5 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Scotiabank OverviewWe value unique skills and experiences each individual brings to the Bank. As a Financial Advisor, you'll contribute to creating an inclusive and accessible environment.Your Role at ScotiabankDeliver exceptional customer service and build strong relationships.Meet and exceed sales targets in a fast-paced environment.Use a holistic approach...

  • Banking Specialist for Private Lending in Asia

    2 days ago

    Vancouver, British Columbia, Canada Société Financière Manuvie Full time

    We're on the hunt for a seasoned banking professional to join our team as a Senior Financial Advisor for Asian Markets. This key role involves developing and growing strong relationships within our distribution channels, focusing on generating specialized lending opportunities.As a seasoned expert in banking, you'll bring your extensive knowledge of...

  • Strategic Client Advisor

    6 days ago

    Vancouver, British Columbia, Canada Bank of Montreal Full time

    Job DetailsThe Strategic Client Advisor role at Bank of Montreal is focused on developing and managing banking relationships with high-net-worth clients. The successful candidate will have a proven track record in financial planning, banking products, and services, as well as excellent communication and negotiation skills.Develops and executes business plans...

  • Executive Financial Advisor

    6 days ago

    Vancouver, British Columbia, Canada Bank of Montreal Full time

    Job OverviewThe Executive Financial Advisor role at Bank of Montreal is focused on developing and managing banking relationships with high-net-worth clients. The successful candidate will have a proven track record in financial planning, banking products, and services, as well as excellent communication and negotiation skills.Develops and executes business...

  • Senior Banking Professional

    3 days ago

    Vancouver, British Columbia, Canada Bank of Montreal Full time

    Job DescriptionWe are seeking a seasoned banking professional to join our team as an Executive Director of Wealth Management. In this role, you will be responsible for developing and managing profitable banking relationships with high-net-worth clients and prospects.You will assist in the design, development, and delivery of solutions that meet the complex...

  • Senior Banking Relationship Manager

    6 days ago

    Vancouver, British Columbia, Canada Bank of Montreal Full time

    Job DescriptionThe role of a Senior Banking Relationship Manager at Bank of Montreal is to develop and manage profitable banking relationships with high-net-worth clients. This involves designing, developing, and delivering solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized...

  • Senior Enterprise Architect

    6 hours ago

    Vancouver, British Columbia, Canada Aequilibrium Software Inc Full time

    About the Role:Aquilibrium is seeking a Senior Enterprise Architect - Banking Solutions to join our team. As a trusted advisor for banks, credit unions, and fintech partners, you will design secure, scalable, and regulatory-compliant banking systems that integrate core banking platforms, digital banking platforms, and fintech ecosystems.The ideal candidate...

  • Senior Financial Advisor

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Title: Senior Financial Advisor - Cambie and Marine BranchRequisition ID: 216064Join 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...

  • Financial Advisor

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…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 culture that includes...