Hybrid Senior Small Business Advisor Role
Meridian-Credit-Union • toronto, Canada
Role Description
Become a key player as a Senior Small Business Advisor in a hybrid model with Meridian. Help local businesses thrive by delivering customized financial solutions and expert advice.
In this influential role, you'll oversee a portfolio of small business members, ensuring their financial needs are met with exceptional service and insightful advice. Your efforts in new business development and relationship building will be vital for expanding Meridian’s community impact. You'll leverage your financial knowledge to navigate credit and deposit needs effectively.
Key Responsibilities:
• Analyze member's financial conditions for tailored solutions
• Manage portfolio risks and conduct credit assessments
• Foster relationships through networking with local leaders
• Offer cross-selling opportunities for member growth
• Participate in community events to drive brand awareness
Requirements:
• Relevant degree or pertinent financial experience
• 3-5 years in financial s...
In this influential role, you'll oversee a portfolio of small business members, ensuring their financial needs are met with exceptional service and insightful advice. Your efforts in new business development and relationship building will be vital for expanding Meridian’s community impact. You'll leverage your financial knowledge to navigate credit and deposit needs effectively.
Key Responsibilities:
• Analyze member's financial conditions for tailored solutions
• Manage portfolio risks and conduct credit assessments
• Foster relationships through networking with local leaders
• Offer cross-selling opportunities for member growth
• Participate in community events to drive brand awareness
Requirements:
• Relevant degree or pertinent financial experience
• 3-5 years in financial s...