Business Relationship Advisor

Crossroads Credit Union•Canora, SK

126d•Remote

About The Position

The Business Relationship Advisor is accountable for the overall management of a sizable portfolio of business (agricultural and commercial) accounts that exhibit a high/acute degree of complexity and value to Crossroads Credit Union. The focus of the position will be on member relationship activities, cross-sell, up-sell, and retention of existing business members and on qualifying and converting new members and prospects and deposit gathering. This role offers flexibility to work remotely across Crossroads Country, meeting members where and how they need us most.

Requirements

7–10 years of progressive experience in business banking or relationship-based financial services
Post-secondary education in agriculture, finance, accounting, commerce, business administration, or equivalent experience
Strong relationship management, financial acumen, and community connection
Minimum 7 - 10 years progressive experience in sales/service and managing a diverse portfolio in a business banking environment
Post-secondary education in agriculture, accounting, finance, commerce, business administration, or equivalent work experience
Works collaboratively with peers and colleagues throughout the delivery system by sharing best practices and learning’s, where appropriate
Participate and be involved in community activities or events, promoting Crossroads Credit Union and demonstrating the company values.

Responsibilities

Manage a complex portfolio of business and agricultural members, acting as a trusted advisor who understands their goals, anticipates their needs, and helps them navigate decisions with clarity and confidence.
Build real, lasting connections with business and agricultural members based on trust, care, and real conversations.
Lead meaningful, advice-based conversations that reduce complexity and support confident decision-making.
Own the performance, health, and growth of your portfolio — balancing member value, profitability, and risk.
Proactively recommend solutions aligned to member goals, including lending, deposits, and other financial services.
Stay curious and informed about industry, economic, and market trends to better serve members.
Collaborate across teams to deliver seamless, relationship-driven experiences.
Represent Crossroads in the community, living our cooperative values every day.
Actively monitor and manage the profitability of business relationships with members with the intent of building a long-term mutually beneficial relationship by fully understanding the goals, objectives, and status of the member’s business(es).
Use an excellent degree of financial, industry knowledge and expertise to proactively assess and anticipate member’s needs to suggest and recommend and/or propose products/solutions to meet those needs and the member’s broader business objectives.
Ensure that the member continues to be aware of the benefits of using these products, as well as new products available to them.
Continuously update your knowledge on new products that may be of value to members.
Minimize loan risks through diligent, timely and proactive financial reviews and awareness of changing economic/marketplace influences and applicable industry trends/data.
Develop meaningful relationships to ensure member-owners’ financial lives are better because they entrusted us.
Works collaboratively with peers and colleagues throughout the delivery system by sharing best practices and learning’s, where appropriate.
Participate and be involved in community activities or events, promoting Crossroads Credit Union and demonstrating the company values.