Business Banking Advisor (Kelowna)
- Kelowna, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 4 years retail/business/commercial lending or commercial credit experience or equivalent required
- Posting language
- English
- Posted
Original 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.
Here’s what would be included as a part of your typical day
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.
Here’s what would be included as a part of your typical day
- 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 specialist as required; achieves or exceeds sales and growth targets. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, 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 to maximize recovery of funds.
- 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.
More about this job
Responsibilities
Manage and grow a portfolio of business banking members by advising on their business, personal banking, and wealth management needs, while building long-term relationships and identifying new business and referral opportunities. Meet sales and growth targets, conduct annual credit reviews, provide licensed investment solutions, and address delinquent accounts to support recovery.
Requirements
A bachelor's degree in business or an equivalent combination of education and experience is required, along with a mutual funds license and four years of retail, business, or commercial lending or commercial credit experience. Candidates should bring sales and business development ability, strong communication and organizational skills, Microsoft Office proficiency, and must complete the role-specific internal certification program within the required timeframe.
Skills
- Business Development
- Portfolio Management
- Business Lending
- Commercial Credit
- Relationship Building
- Communication
- Sales Planning
- Financial Needs Assessment
- Wealth Management
- Mutual Funds Advisory
- Risk Management
- Credit Reviews
- Collections
- Time Management
- Microsoft Excel
- Microsoft Word
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Business Banking
- Business Development
- Portfolio Management
- Retail Banking
- Wealth Management
- Business Lending
- Commercial Lending
- Commercial Credit
- Mutual Funds License
- MFDA Advisor
- Financial Advisory
- Sales Planning
- Member Relationships
- Referral Opportunities
- Credit Reviews
- Credit Terms And Conditions
- Risk Management
- Collections
- Delinquent Accounts
- Microsoft Office
- Microsoft Excel
- Microsoft Word