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Business Development Specialist
2 months ago
Job Summary
Innovation Credit Union is seeking a highly skilled Small Business 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.
About the Role
The ideal candidate will have a strong background in relationship banking, small business lending, and credit analysis. You will be responsible for fostering strong relationships with our members, evaluating their financial health, and providing personalized loan solutions to help them achieve their business goals.
Key Responsibilities
- Foster strong relationships with small and medium-sized business members, providing ongoing financial guidance and support.
- Evaluate members' financial health and understand their unique business models, challenges, and growth potential.
- Handle 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.
