Small Business Advisor - Jobs in Fairview, AB

Job Description

Did you know that Servus Credit Union is Albertas largest credit union and is ranked #1 in Canada on Forbes’ World’s Best Banks list for 2022 Were embarking on a journey toward a bold new future for Servus Credit Union and in order to be the best, we need the best people doing their best work. Gone are the days of status quo as we build out a workforce of passionate, innovative bankers who can take Servus to the next level - if this sounds like you, then wed love to chat!Servus is growing! We are looking for a Small Business Advisor to join our Fairview Business Banking team.Compensation: $61,271 - $76,589Relocation assistance and incentives will be considered!Reporting to the Senior Relationship Manager Team Lead, your primary goal is the development and administration of a Small Commercial Loan and Deposit portfolio, including accountability for the competent management of that portfolio. Emphasis will be placed on loan administration, sales, service, Member advice and growth. As a Small Business Advisor, you will implement a proactive approach to sales and business development by cultivating a strong working relationship with existing and potential members, the retail branch network, local business owners, and members of the professional community.The role is developmental in nature, and as such the expectation is to continue to gain knowledge through training and coaching to increase skills. The Associate Small Business Advisor receives guidance from the Small Business Advisor Team while adhering to standards and guidelines and a commitment to quality delivery of services.More specifically, the scope of your responsibilities will include, but are not limited to:

• Develop and maintain effective sales and marketing efforts on an existing portfolio to maximize Small Business loan growth, deposit growth and sales of peripheral products to help our members succeed in business.
• Achieve or exceed assigned sales and referral goals.
• Communicate product and service information, utilize fact finding questions and professional responses to address objections; ask for the business.
• Understand our current Business Banking and Retail Banking products and services, relevant policies, and legislation by regularly reviewing literature, attending meetings and training sessions.
• Provide proactive advice to our Small Business members by offering tailored solutions to meet their financial needs.
• Provide credit-based Business solutions to Small Business Members up to and including $250,000.00.
• Assist in managing the Region’s lending and deposit activities through Team Leads including recommending rates within discretionary Retail and Business Banking limits, approving loans within prescribed lending authorities and preparing the submission of loan packages to Business Banking for loan requests above those limits.

RequirementsTo qualify, you will need at least the following:

• 2 - 5 years of demonstrated basic ability of credit granting and sales of Retail Banking and Business Banking products.
• Essential knowledge and skills include basic business development skills, analytical abilities and a basic knowledge of portfolio management.
• Experience working and developing relationships with members, potential members, influential community people and staff is required.

As a Small Business Advisor, you are required to work towards the completion of the Certificate in Small Business Banking Course (Moody’s Analytics) as noted below:1) Small Business Lending (SBL)2) Delivering Small Business Solutions (DSBS)3) Building Relationships with Small Business Clients (BRSB)4) Understanding Small Business Environment (USBE)Most importantly, were looking for candidates who align with our values. We live our values in how we do business. Were not afraid to be different – in fact, we embrace our differences. We have a spirit that motivates us to give our best service to members every day. Its our values that attract many people to Servus – and keep them with us. We embrace our culture and heritage, and we pride ourselves on our strong commitment to the communities we serve and our efforts to build and maintain member loyalty. If this sounds like you, then we encourage you to apply!#indmBenefitsWorking for Servus has outstanding benefits. We offer our employees flexible and practical benefits in addition to competitive salaries and career building opportunities. Some of our benefits include:

• Immediate financial service benefits
• Group RSP programs available after 3 months
• Minimum 3 weeks vacation and vacation purchase program
• Flexible group benefit plan

• Flexible health and/or wellness spending account
• Employee/family assistance program
• Profit Share

Imagine working for an organization that values diversity and inclusivity, and where everyone collaborates for your success. If you want to join a team of community leaders passionate in making an impact, apply now!What happens nextThank you for applying with Servus Credit Union! If you are shortlisted for this opportunity, you will hear from us after the posting closes regarding next steps. Should you require an accommodation during the application and selection process, please contact us at careers@servus.ca with the position and location you are interested in.#indhQuick Apply

• Terms & Conditions
• New Privacy
• Privacy Center
• Accessibility

For Job Seekers

• Browse Jobs
• Advanced Job Search
• Emplois Quebec

For Employers

• Post a Job
• SimplyHired OnDemand

Stay Connected