Senior Business Development Advisor

4 weeks ago

Guelph, Ontario, Canada Meridian Full time
Job Summary

We are seeking a highly motivated and experienced Senior Small Business Advisor to join our team at Meridian. As a Senior Small Business Advisor, you will be responsible for contributing to the overall success of the organization by achieving sales through business development, retention of Members, and referrals. You will manage an existing portfolio and/or build a Small Business portfolio by developing new relationships, while retaining and growing existing Meridian Credit Union Member relationships within the assigned communities.

Key Responsibilities
  • Manage a portfolio of Member accounts and provide Small Business owners with exceptional service and sound financial advice to meet their unique business and personal credit, deposit, cash management, and payment processing needs.
  • Analyze the Member's financial condition and within approval limits provide or recommend financial solutions to best meet the Member's business and personal needs.
  • Manage portfolio at an acceptable level of credit risk by completing credit reviews, authorizing, renewing or declining Member requests, preparing documentation, and identifying any deteriorating and/or unsatisfactory trends.
  • Probe to identify member needs and opportunities to sell or refer to appropriate team members or delivery channels. Solicit products and services highlighting features and benefits in order to deepen member relationships.
  • A significant portion of time will be dedicated to new acquisition activities, and the Senior Small Business Advisor will spend 30%-50% of their time outside the branch.
  • Ensure profitability of all transactions by appropriate application of rates (discretionary pricing, risk-based lending), service charges, and collection of overdue interest.
  • Cross-sell Meridian's products and services to solicit new members; foster business development through relationship and product knowledge.
  • Partner and work collaboratively with the Branch sales team and internal wealth and commercial partners to ensure Meridian provides the Member with the most appropriate solution to address their financial needs.
  • Responsible to manage each member transaction from interview through file completion, inclusive of documentation and administration.
  • Follow audit, compliance, risk management, and fraud policies and procedures.
  • Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the company values.
  • Participate in Company-sponsored events in support of your local community.
Requirements
  • Post-secondary education in a business or related field or relevant working experience.
  • 3-5 years of experience in a relevant financial services environment, including credit training, financial analysis, personal banking services, personal account management, and in-depth knowledge of all investment and lending products.
  • Knowledge of the Small Business market, products, and services, applicable risk management policies, and legal and security documentation for small business products.
  • Entrepreneurial spirit and a passion for sales.
  • Solid understanding of financial statements and business analysis.
  • Comfortable working independently but also collaboratively with others.
  • Comfortable with networking and making new contacts.
  • Organizational, influencing, and presentation skills.
  • Advanced credit and interviewing techniques, credit investigation, and underwriting skills.
  • Experience with Microsoft Office applications.
  • Flexible availability (may include evenings and weekends occasionally for events).
About Meridian

Meridian is Ontario's largest credit union and second-largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $30B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking, and wealth members. With over 2,000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve.

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