Job Description

Did you know that our client Servus Credit Union is Alberta's largest credit union and is ranked #1 in Canada on Forbes' World's Best Banks list for 2022? Our client are excited to be growing and moving with the times to keep up with the fast-paced, ever-changing financial industry! Servus is one of Canada's 50 Best Managed Companies and they are committed to being socially responsible and living the co-operative values. Through their operations, they strive to make a positive impact on our economy, the environment, and society. They know that their employees are our most valuable assets so they offer ongoing growth and career advancement and reward employees for their hard work and achievements.

We are looking for a Small Business Advisor to join their Calgary Business banking team.

Reporting to the Senior Relationship Manager Team Lead, your primary goal is the development and administration of a Small Commercial Loan and Deposit portfolio, including accountability for the competent management of that portfolio. Emphasis will be placed on loan administration, sales, service, Member advice and growth. As a Small Business Advisor, you will implement a proactive approach to sales and business development by cultivating a strong working relationship with existing and potential members, the retail branch network, local business owners, and members of the professional community.

The role is developmental in nature, and as such the expectation is to continue to gain knowledge through training and coaching to increase skills. The Associate Small Business Advisor receives guidance from the Small Business Advisor Team while adhering to standards and guidelines and a commitment to quality delivery of services.

More specifically, the scope of your responsibilities will include, but are not limited to:

• Develop and maintain effective sales and marketing efforts on an existing portfolio to maximize Small Business loan growth, deposit growth and sales of peripheral products to help our members succeed in business.
• Achieve or exceed assigned sales and referral goals.
• Communicate product and service information, utilize fact finding questions and professional responses to address objections; ask for the business.
• Understand our current Business Banking and Retail Banking products and services, relevant policies, and legislation by regularly reviewing literature, attending meetings and training sessions.
• Provide proactive advice to our Small Business members by offering tailored solutions to meet their financial needs.
• Provide credit-based Business solutions to Small Business Members up to and including $250,000.00.
• Assist in managing the Region's lending and deposit activities through Team Leads including recommending rates within discretionary Retail and Business Banking limits, approving loans within prescribed lending authorities and preparing the submission of loan packages to Business Banking for loan requests above those limits.

Requirements

Requirements

To qualify, you will need at least the following:

• 2 - 5 years of demonstrated basic ability of credit granting and sales of Retail Banking and Business Banking products.
• Essential knowledge and skills include basic business development skills, analytical abilities and a basic knowledge of portfolio management.
• Experience working and developing relationships with members, potential members, influential community people and staff is required.

As a Small Business Advisor, you are required to work towards the completion of the Certificate in Small Business Banking Course (Moody's Analytics) as noted below: * Small Business Lending (SBL)

• Delivering Small Business Solutions (DSBS)
• Building Relationships with Small Business Clients (BRSB)
• Understanding Small Business Environment (USBE)

Benefits

Why choose our client Servus Credit Union?

By creating a healthy and inclusive work environment and providing employees with the tools and supports they need, Servus help their employees achieve their potential. Servus is committed to providing a great place to work, and they invest in our employees by ensuring they have:

• A supportive and engaging working environment
• Benefits that lead the field
• A total rewards strategy that includes recognition for a job well done
• Learning options that support lifelong learning and career-building opportunities
• Opportunities and support for volunteering in local communities and abroad
• Support for employee fundraising through our annual corporate fundraising events and through several less formal initiatives led by our employees

Here are some of the benefits that their employees love:

• Financial product benefits available immediately
• Group retirement program available after only 3 months
• Employee financial services team available to help you reach your financial goals
• Disability programs
• Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage
• Flexible spending account to purchase additional health or personal wellness items
• Wellness initiatives
• Employee and family assistance plan
• Minimum 3 weeks' vacation and vacation purchase program
• Other leaves including parental, emergency days, and critical care days

As Servus their employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services they provide ... with a few additional perks!

Imagine working for an organization that values diversity and inclusivity, and where everyone collaborates for your success. If you want to join a team of community leaders passionate about making an impact, apply now!