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Advisor, Business

3 weeks ago

Saskatoon, Canada Synergy Credit Union Full time

**Synergy Credit Union **is seeking a full-time, permanent Advisor position for our New Community Service Centre, in Saskatoon.

**Do you have a mind for commercial and agribusiness and a passion for finding solutions that empower business owners to realize their vision? Are you a natural at building strong relationships and consistently exceeding customer expectations?**

As an Advisor, you are part of a cohesive team of passionate and skilled professionals, responsible for the management and growth of an assigned portfolio of commercial and agriculture customers (members). This position will focus primarily on commercial lending with potential to expand to ag banking customers. You’ll be instrumental in their success by uncovering and understanding their needs, analyzing information, and delivering personalized financial solutions. You consistently deliver exceptional high-quality service and advice in your areas of expertise and are integral in proactively pursuing and attracting new business.

**A typical day may look like**:

- Engaging with commercial and agribusiness members to understand their business goals and advise on lending & other financial needs.
- Analyzing financial information, issuing loans, and reviewing accounts within your portfolio to ensure terms and conditions continue to be met.

**You will be successful in this role if you**:

- Are an effective and adaptable communicator, effortlessly connecting with members through various channels (in person, by phone or electronically). You believe in Synergy’s products and services and promote them effortlessly.
- Enjoy cultivating relationships through conversations, understanding our members’ business objectives, and aligning them within the framework in which we work (i.e. legislative requirements, policy, and procedure).
- Have strong time management and organizational skills with the ability to adapt to changing environments.
- Demonstrate the abilities to work well independently and collaboratively within a team.
- Maintain a hunger for learning, staying ahead of trends in financial products and services, and technology. You are adaptable You seek to bring our members the best the industry has to offer.
- Have passion for your career, your members, our Credit Union, and our community, which drives your dedication to excellence.

**Qualifications**:

- Related post-secondary education (e.g. Business Diploma) and 3 years of job-related experience would be an asset. Equivalencies may be considered.
- Basic understanding of lending requirements, rules, and regulations.
- Must have a strong desire to grow their career in the area(s) of commercial &/or agricultural lending.
- A solid working knowledge of Microsoft products and virtual meeting tools. Preference for applicants with customer management software experience.

**More details**:

- Position is permanent, full-time
- Hours: 37.5 hours weekly
- Salary: $60,000 to $75,000

**Synergy Credit Union **is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (members’) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities - for families, schools, youth groups - you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan's Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.
- We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check._

**Job Types**: Full-time, Permanent

**Benefits**:

- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Vision care

Schedule:

- Day shift

Work Location: In p