Expert Small Business Advisor Role

Join our credit union as a Small Business Advisor based in Edmonton or Beaumont. Leverage your relationship banking experience to deliver exceptional financial advice and services to our community members.
This position seeks a candidate with at least four years in small business lending and a focus on client relationship management. You will work closely with business and agriculture members, providing tailored financial guidance while collaborating effectively with the team. Utilizing digital tools and sales strategies, you will enhance the members' experience and drive growth in portfolio management.
Key Responsibilities:
• Build lasting relationships with business members
• Manage your own portfolio with effective financial advice
• Collaborate with colleagues to address member needs
• Promote and cross-sell financial products to members
• Assess loan applications for integrity and creditworthiness
Requirements:
• 4+ years experience in small business len...