Business Banking Advisor

We are currently seeking a Business Banking Advisor to join our team temporarily for 1 year.

This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members and their associated retail banking and wealth management needs. The BBA provides advisory services and develops long-term relationships with current and potential business banking members and proactively seeks business banking or referral opportunities that contribute to the achievement of department and branch goals.

**Here’s what would be included as a part of your typical day**
- **Business Development**:Develops and executes long term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicits new business by pursuing, establishing and maintaining community contacts and networks with external business organizations and individuals to generate new business and/or referrals.
- **Portfolio Management**:Manages and grows an existing portfolio of business banking members; and their associated personal banking and wealth management needs; builds long term relationships with existing members; conducts annual reviews on accounts within the assigned portfolio and ensures all terms and conditions of credit are being met. Engages with members, through interviews and other meetings, to identify their current and future financial needs and concerns.
- **Sales and Service Strategy**:Provides ongoing advisory services to business banking members; initiates referrals to product specialist as required; achieves or exceeds sales and growth targets. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across First West.
- **Wealth Management**:As a licensed MFDA Advisor, provides wealth and investment solutions.
- **Risk Management**:Initiates collection activity in the event of delinquency less than 90 days and recommends appropriate course of action to address significantly delinquent accounts and to maximize recovery of funds.

**Required Skills, Experience & Qualifications**
- 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.

**What’s in it for you**:
First, we strive to make our team members feel genuinely rewarded. You’ll have:

- Mental health coverage and resources
- Customizable health benefits, as well as topped-up parental leave
- Performance-based compensation, employee banking advantages and group RRSP matching
- Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.**Diversity, Equity, Inclusion & Belonging**

At First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and in