Senior Business Banking Advisor Role
Valley First, a division of First West Credit Union • penticton, Canada
Role Description
Take the next step in your career as a Senior Business Banking Advisor. At Tru Cooperative Bank, focus on portfolio management, sales strategies, and client relationship building.
This role is key for experienced professionals looking to manage and grow a portfolio of business banking members. You'll develop long-term relationships by understanding members' financial needs and proactively pursuing new business opportunities. Your contributions will help meet and exceed the goals of Tru Cooperative Bank.
Key Responsibilities:
• Execute strategic business development plans to grow accounts
• Manage relationships with business banking members efficiently
• Provide tailored advisory services and product referrals
• Leverage your skills as a licensed MFDA Advisor
• Take action on account delinquencies to maximize recovery
Requirements:
• Bachelor’s Degree in Business or equivalent experience
• Minimum of 4 years in retail/business/commercial lending
• Requir...
This role is key for experienced professionals looking to manage and grow a portfolio of business banking members. You'll develop long-term relationships by understanding members' financial needs and proactively pursuing new business opportunities. Your contributions will help meet and exceed the goals of Tru Cooperative Bank.
Key Responsibilities:
• Execute strategic business development plans to grow accounts
• Manage relationships with business banking members efficiently
• Provide tailored advisory services and product referrals
• Leverage your skills as a licensed MFDA Advisor
• Take action on account delinquencies to maximize recovery
Requirements:
• Bachelor’s Degree in Business or equivalent experience
• Minimum of 4 years in retail/business/commercial lending
• Requir...