Job Title

Overview Business Banking Advisor (Kelowna) role at Valley First, a division of First West Credit Union Kelowna, British Columbia, Canada Base pay range $64,400.00/yr - $82,500.00/yr Job Description We are currently seeking a Business Banking Advisor to join our team. This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members and their associated retail banking and wealth management needs. The BBA provides advisory services and develops long-term relationships with current and potential business banking members and proactively seeks business banking or referral opportunities that contribute to the achievement of department and branch goals. Responsibilities Business Development: Develops and executes long term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicits new business by pursuing, establishing and maintaining community contacts and networks with external business organizations and individuals to generate new business and/or referrals. Portfolio Management: Manages and grows an existing portfolio of business banking members; and their associated personal banking and wealth management needs; builds long term relationships with existing members; conducts annual reviews on accounts within the assigned portfolio and ensures all terms and conditions of credit are being met. Engages with members, through interviews and other meetings, to identify their current and future financial needs and concerns. Sales and Service Strategy: Provides ongoing advisory services to business banking members; initiates referrals to product specialists as required; achieves or exceeds sales and growth targets. Utilizes the Day in the Life as a guideline to prioritize and manage schedules to reach goals while offering a consistent member experience across First West. Wealth Management: As a licensed MFDA Advisor, provides wealth and investment solutions. Risk Management: Initiates collection activity in the event of delinquency less than 90 days and recommends appropriate course of action to address significantly delinquent accounts and maximize recovery of funds. Qualifications Bachelor's Degree in Business or equivalent combination of education and experience required Must complete the internal First West certification program specific to this role within the required timeframe Mutual Funds License required 4 years retail/business/commercial lending or commercial credit experience or equivalent required Sales experience preferred Strong relationship builder and communicator with a demonstrated ability to work well in a team environment Results oriented attitude with demonstrated business development techniques Strong organizational and time management skills with the flexibility to adapt to a constantly changing environment Proficiency in Microsoft Office Applications, specifically MS Excel and Word Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures About Us and Benefits Mental health coverage and resources Customizable health benefits, as well as topped-up parental leave Performance-based compensation, employee banking advantages and group RRSP matching Vacation time and flexible work arrangements to support your lifestyle We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individuals skills and experience, and may correlate with performance in the role. We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union were powered by giving backin big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices. Take the next step in your career as part of our team. Apply for this opportunity! Legal and Diversity By joining our team, youll be able to elevate your potential. We embrace diversity and inclusion and encourage applicants from equity-deserving groups to apply. If an accommodation would help you during the process of applying or interviewing, please let us know how we can assist you. Seniority level Mid-Senior level Employment type Full-time Job function Consulting, Information Technology, and Sales #J-18808-Ljbffr