Small Business Advisor

Gulf Winds Credit Union•Pensacola, FL

52d•$60,000 - $75,000•Onsite

About The Position

The Small Business Advisor supports the Commercial Department by tracking member-business development activities, preparing reports, managing schedules, and assisting with operational improvements. This role is crucial for optimizing workflows and enhancing team communication. Key responsibilities involve both administrative and member-facing tasks to ensure efficient lending operations. This position is responsible for proactively growing and deepening relationships with both existing and new small business members. This position will deepen the member relationship by presenting product and service solutions that meet the members' needs and financial goals. These products and services include deposits, treasury and credit solutions. As well as referring related products and services. In addition, the position will reach out into the community by visiting businesses, making outbound calls to members and may conduct educational seminars in the community. Candidates must handle multiple priorities, maintain confidentiality, and adapt to changing demands while demonstrating strong emotional intelligence and effective teamwork. Will collaborate closely with the VP of Commercial to align with strategic goals and implement a plan to rapidly grow the size of our commercial portfolio.

Requirements

Three years to five years of similar or related experience.
A bachelor's degree, or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Effective organizational, multi-tasking and prioritization skills
Excellent verbal, written and interpersonal communication skills
Ability to work independently without supervision
Ability to provide exceptional member satisfaction to retain and grow member business relationship
Ability to travel if required to perform the essential job functions
Must possess a working knowledge of current lending practices and policies and commercial loan documentation.
Must be detail oriented, with excellent time management and organizational skills.

Responsibilities

Provides administrative support to the Commercial Loan Department throughout the processing and closing of loans.
Follows the sales management process ensuring a regular calling program to members and prospects is in place in order to generate high quality new deposits and loan business from existing members and prospects.
Meet with existing members and prospects through personal calling efforts and other contacts to discuss business needs and recommend ways in which the Credit Union can help provide business solutions to all their financial needs.
Works with borrowing members to procure updated financial information on an ongoing basis.
Communicates lending decisions to members.
Serves as a representative in various civic and community functions to further enhance the Credit Unions’ image and develop additional business.
Provides administrative support to the Commercial Department throughout the processing and closing of loans and collects supporting documents for processing and loan approval.
Performs other job duties as assigned.