Business Banking Advisor

3 weeks ago

Princeton, Canada Envision Financial Full time

**Job Summary**

We are seeking a highly skilled Commercial Banking Specialist to join our team at Envision Financial. As a key member of our team, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.

Key Responsibilities:

  • Business Development: Develop and execute long-term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicit 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: Manage and grow an existing portfolio of business banking members; and their associated personal banking and wealth management needs; build long-term relationships with existing members; conduct annual reviews on accounts within the assigned portfolio and ensure all terms and conditions of credit are being met. Engage with members, through interviews and other meetings, to identify their current and future financial needs and concerns.
  • Sales and Service Strategy: Provide ongoing advisory services to business banking members; initiate referrals to product specialists as required; achieve or exceed sales and growth targets. Utilize the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Envision Financial.
  • Wealth Management: As a licensed MFDA Advisor, provide wealth and investment solutions.
  • Risk Management: Initiate collection activity in the event of delinquency less than 90 days and recommend appropriate course of action to address significantly delinquent accounts and to maximize recovery of funds.

Requirements:

  • Bachelor's Degree in Business or equivalent combination of education and experience required
  • Must complete the internal Envision Financial 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.

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