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Business Banking Specialist

1 month ago

Vernon, British Columbia, Canada Envision Financial Full time
Business Banking Advisor

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:
  • Develop and execute long-term and weekly sales plans to consolidate and retain existing business and attract new business.
  • Manage and grow an existing portfolio of business banking members, building long-term relationships and conducting annual reviews to ensure all terms and conditions of credit are being met.
  • Provide ongoing advisory services to business banking members, initiating referrals to product specialists as required, and achieving or exceeding sales and growth targets.
  • Utilize the Day in the Life as a guideline to prioritize and manage schedules, aligning efforts in reaching goals while offering a remarkable, consistent member experience.
  • As a licensed MFDA Advisor, provide wealth and investment solutions.
  • 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 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.
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Salary Range: $62,640 - $80,300. Please note, the salary range mentioned in this job posting should serve as a guide. The final compensation offered may vary based on a variety of factors including bonuses and/or incentives, or a candidate's skills and experience. First West is committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization.