Business Advisory Specialist

Affinity Credit Union • Porcupine Plain, SK

4d

About The Position

We're looking for a Business Advisory Specialist who enjoys supporting business and agricultural members. If you're detail-oriented, thrive in a collaborative environment, and have experience supporting lending and business banking activities, this is an opportunity to make a meaningful impact helping local businesses and producers succeed.

Requirements

• Post-secondary diploma or degree in a related field, plus 2 years of related experience or an equivalent combination of education and experience
• Experience in making expert product and service recommendations, including to businesses, as well as providing quality member centric referrals to other financial solutions experts
• Experience with using a broad range of digital channels and devices (i.e. online services, mobile applications, smartphones, tablets, etc.)
• Industry leading sales ability in growing a book, achieving targets, making referrals, and building a pipeline using a member centric approach

Responsibilities

• Support Business Advisors in growing and maintaining member relationships through a collaborative, team-based approach
• Assist with commercial lending and financing activities, including initiating loan applications, preparing documentation, processing loan payouts, and coordinating fund disbursements
• Review member files and documentation to ensure information is complete, accurate, and properly maintained.
• Resolve complex member inquiries and proactively identify solutions that improve the member experience.
• Identify opportunities to deepen relationships through referrals and collaboration with internal partners.

Benefits

• A competitive salary plus bonuses for your hard work
• A total rewards package including health and dental benefits, pension and health spending account
• Vacation time, personal days off and a paid volunteer day to help you maintain a healthy life/work balance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree