Small Business Advisor

The Small Business Advisor has expertise in credit analysis, financial advice, portfolio management and relationship management to contribute to the success of our members and the growth of our credit union.

Responsibilities

• Foster strong relationships with small and medium size business and agriculture members, providing ongoing financial guidance and support.
• Manage an assigned portfolio through strong advice and utilization of available Credit Union products and services.
• Work closely in a collaborative team environment with all staff to meet members' financial needs (known and unknown).
• Provide and cross-sell high quality financial products and services through proactive contact with the intent of increasing member wallet share.
• Analyze loan applications for data integrity, potential fraud, and creditworthiness.
• Maintain up-to-date knowledge of all credit union products a...