Small Business Financial Advisor

1 week ago

North Battleford, Canada Innovation Credit Union Full time

Job Summary

Innovation Credit Union is seeking a highly skilled Small Business Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance and support to our small and medium-sized business members.

Key Responsibilities

  • Foster strong relationships with small and medium-sized business members, providing ongoing financial guidance and support.
  • Evaluate business members' financial health and understand their unique business models, challenges, and growth potential.
  • Handle all conditionally approved files and communicate financing decisions to loan applicants.
  • Provide and cross-sell high-quality financial products and services through proactive contact with the intent of increasing member wallet share.
  • Solicit new members to join and foster business development through service excellence and product knowledge.
  • Conduct regular review of accounts within assigned portfolio.

Requirements

  • Completion of some post-secondary education (such as finance, business, management, agribusiness, or a related field) and/or completion of related specialized lending courses.
  • 4+ years of relevant experience in relationship banking with knowledge and experience in small business lending, credit analysis, and loan underwriting.
  • Embracing a growth mindset and exhibiting an unwavering drive for success.
  • Proven business development, attention to detail, sales, and service skills.
  • Being highly organized, with well-developed time management abilities and digital capabilities.
  • Strong communication skills with the ability to relate well to members and co-workers.
  • Demonstrated commitment to continuous learning and development.

About Us

Innovation Credit Union is a purpose-driven organization that focuses on the values of Accountability, Integrity, and Respect. We are committed to simplifying banking for all Canadians and are seeking like-minded individuals to join our team.

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