![Meridian Credit Union](https://media.trabajo.org/img/noimg.jpg)
Senior Small Business Advisor
1 week ago
Job Category : Business Banking
Requisition Number : SENIO005320
Apply now
- Full-Time
- Hybrid
Showing 1 location
BBC 500 - GTA
Etobicoke, ON M9W 1B3, CAN
You will be accountable for contributing to the overall success by achieving sales through business development, retention and referrals of Multi-Unit Residential (MUR) Members specifically. The Advisor 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. The individual will be required to network to establish quality centres of influence (COIs) with local business leaders that will refer them business.
What you will do:
- Manage a portfolio of MUR 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 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.
- Dedicate time to new acquisition activities, spending up to 50% of your 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, 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.
- Post-secondary education in a business or related field or relevant working experience.
- 3-5 years of experience in a relevant small business or commercial environment including credit structuring, financial analysis, commercial real estate lending, daily banking services, account management and knowledge of all investment and lending products.
- Current knowledge of industry, products and services, applicable risk management policies, legal and security documentation for small businesses.
- Previous experience with Multi-Unit Residential lending is considered an asset for this role.
- Entrepreneurial spirit and a passion for business development & 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 & weekends occasionally for events).
- We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success
- We provide you with the tools and technology needed to delight your candidates and clients
- You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
- Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
- This isn't your typical "corporate" job. We work hard and we have fun
-
Senior Small Business Advisor
2 weeks ago
Golden Horseshoe, Canada Meridian Credit Union Full timeSenior Small Business Advisor - Multi-Unit Residential Specialist Job Category : Business Banking Requisition Number : SENIO005320 Apply now Full-Time Hybrid Locations Showing 1 location BBC 500 - GTA Etobicoke, ON M9W 1B3, CAN Description Why Meridian? At Merid
-
Senior Small Business Advisor
2 weeks ago
Golden Horseshoe, Canada Meridian Credit Union Full timeSenior Small Business Advisor - Multi-Unit Residential Specialist Job Category: Business Banking Requisition Number: SENIO005320 Apply now Full-Time Hybrid Locations Showing 1 location BBC 500 - GTA Etobicoke, ON M9W 1B3, CAN DescriptionWhy Meridian?At Meridian, our aspiration is to integrate our purpose into everything we do for...
-
Senior Small Business Advisor
2 weeks ago
Golden Horseshoe, Canada Meridian Credit Union Full timeSenior Small Business Advisor - Multi-Unit Residential Specialist Job Category: Business Banking Requisition Number: SENIO005320 Apply now Full-Time Hybrid Locations Showing 1 location BBC 500 - GTA Etobicoke, ON M9W 1B3, CAN DescriptionWhy Meridian?At Meridian, our aspiration is to integrate our purpose into everything we do for...
-
Small Business Advisor
3 weeks ago
Golden Horseshoe, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.What you’ll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the...
-
Senior Portfolio Management Consultant
2 weeks ago
Golden Horseshoe, Canada The Toronto-Dominion Bank (Canada) Full timeSenior Portfolio Management Consultant page is loaded Senior Portfolio Management Consultant Apply remote type Hybrid locations Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id R_1351083 Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD General Pay Details: ...
-
Senior Portfolio Management Consultant
3 days ago
Golden Horseshoe, Canada The Toronto-Dominion Bank (Canada) Full timeSenior Portfolio Management Consultant page is loaded Senior Portfolio Management Consultant Apply remote type Hybrid locations Toronto, Ontario time type Full time posted on Posted 12 Days Ago job requisition id R_1351083 Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD General Pay Details: ...
-
Senior Portfolio Management Consultant
2 weeks ago
Golden Horseshoe, Canada The Toronto-Dominion Bank (Canada) Full timeSenior Portfolio Management Consultant page is loaded Senior Portfolio Management Consultant Apply remote type Hybrid locations Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id R_1351083 Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD General Pay Details: ...
-
Senior Portfolio Management Consultant
1 day ago
Golden Horseshoe, Canada The Toronto-Dominion Bank (Canada) Full timeSenior Portfolio Management Consultant page is loaded Senior Portfolio Management Consultant Apply remote type Hybrid locations Toronto, Ontario time type Full time posted on Posted 12 Days Ago job requisition id R_1351083 Work Location: Toronto, Ontario, CanadaHours: 37.5Line of Business: TD General Pay...
-
Senior Portfolio Management Consultant
3 days ago
Golden Horseshoe, Canada The Toronto-Dominion Bank (Canada) Full timeSenior Portfolio Management Consultant page is loaded Senior Portfolio Management Consultant Apply remote type Hybrid locations Toronto, Ontario time type Full time posted on Posted 12 Days Ago job requisition id R_1351083 Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD General Pay Details: ...
-
Senior Financial Advisor
3 weeks ago
Golden Horseshoe, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Senior Financial Advisor - Scarborough, ON...
-
Senior Financial Advisor
1 month ago
Golden Horseshoe, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Senior Financial Advisor - Scarborough, ON...
-
Senior Financial Advisor
6 days ago
Golden Horseshoe, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Senior Financial Advisor - Scarborough, ON (Sheppard & Midland Branch) Requisition ID: 201566Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Senior...
-
Senior Manager
4 weeks ago
Golden Horseshoe, Canada Canadian Imperial Bank of Commerce Full timeSenior Manager & Team Lead, Business Banking - Scarborough/Durham Market page is loaded Senior Manager & Team Lead, Business Banking - Scarborough/Durham Market Apply locations Scarborough, ON time type Full time posted on Posted Yesterday job requisition id 2405537 We’re building a ...
-
Senior Manager
4 weeks ago
Golden Horseshoe, Canada Canadian Imperial Bank of Commerce Full timeSenior Manager & Team Lead, Business Banking - Scarborough/Durham Market page is loaded Senior Manager & Team Lead, Business Banking - Scarborough/Durham Market Apply locations Scarborough, ON time type Full time posted on Posted Yesterday job requisition id 2405537 We’re building a ...
-
Senior Manager
4 weeks ago
Golden Horseshoe, Canada Canadian Imperial Bank of Commerce Full timeSenior Manager & Team Lead, Business Banking - Scarborough/Durham Market page is loaded Senior Manager & Team Lead, Business Banking - Scarborough/Durham Market Apply locations Scarborough, ON time type Full time posted on Posted Yesterday job requisition id 2405537 We’re building a ...
-
Senior Manager
3 weeks ago
Golden Horseshoe, Canada Canadian Imperial Bank of Commerce Full timeSenior Manager & Team Lead, Business Banking - Scarborough/Durham Market page is loaded Senior Manager & Team Lead, Business Banking - Scarborough/Durham Market Apply locations Scarborough, ON time type Full time posted on Posted Yesterday job requisition id 2405537 We’re building a ...
-
Senior Manager
3 weeks ago
Golden Horseshoe, Canada Canadian Imperial Bank of Commerce Full timeSenior Manager & Team Lead, Business Banking - Scarborough/Durham Market page is loaded Senior Manager & Team Lead, Business Banking - Scarborough/Durham Market Apply locations Scarborough, ON time type Full time posted on Posted Yesterday job requisition id 2405537 We’re building a ...
-
Golden Horseshoe, Canada TYM BUSINESS Consulting Full timeCEO (chief executive officer) - financial, communications and other business services Verified This job was posted directly by the employer on Job Bank. CEO (chief executive officer) - financial, communications and other business services Verified This job was posted directly by the employer on Job Bank. Posted onApril 15, 2024 by Employer...
-
Golden Horseshoe, Canada TYM BUSINESS Consulting Full timeCEO (chief executive officer) - financial, communications and other business services Verified This job was posted directly by the employer on Job Bank. CEO (chief executive officer) - financial, communications and other business services Verified This job was posted directly by the employer on Job Bank. Posted onApril 15, 2024 by Employer...
-
Golden Horseshoe, Canada TYM BUSINESS Consulting Full timeCEO (chief executive officer) - financial, communications and other business services Verified This job was posted directly by the employer on Job Bank. CEO (chief executive officer) - financial, communications and other business services Verified This job was posted directly by the employer on Job Bank. Posted onApril 15, 2024 by Employer...