Business Banking Specialist

2 months ago

Kelowna, British Columbia, Canada Envision Financial Full time
Business Banking Advisor Role

We are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.

Key Responsibilities:
  • Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by establishing and maintaining community contacts and networks.
  • Portfolio Management: Manage and grow an existing portfolio of business banking members; build long-term relationships with existing members; conduct annual reviews on accounts within the assigned portfolio.
  • 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.
  • Wealth Management: Provide wealth and investment solutions as a licensed MFDA Advisor.
  • 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.
Requirements:
  • 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.

Pay Transparency: Salary Range: $62,640 - $80,300. First West is committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization.

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