Business Banking Advisor

at  Valley First a Division of First West Credit Union

We are currently seeking a Business Banking Advisor to join our Valley First team in Kelowna, BC.
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.

REQUIRED SKILLS, EXPERIENCE & 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.

Please refer the Job description for details