Small Business Advisor Financial Expert
I
Innovation Federal Credit Union
📍 edmonton, division no. 11, Canada
Job Description
Join our credit union as a Small Business Advisor, leveraging your expertise in credit analysis and financial guidance. Foster relationships with small businesses while enhancing member experiences and meeting financial needs.
As a Small Business Advisor, you will play a vital role in managing an assigned portfolio, delivering financial advice, and utilizing credit union products. Collaborate closely with team members to support the financial growth of our small and medium-sized business and agriculture members. Your proactive approach will increase member wallet share by cross-selling high-quality financial products.
Key Responsibilities:
• Build strong relationships with business and agriculture members
• Manage a portfolio with expert financial guidance
• Collaborate with team members to meet financial needs
• Analyze loan applications for integrity and creditworthiness
• Utilize digital solutions to enhance member experience
Requirements:
• 4+ years in re...
As a Small Business Advisor, you will play a vital role in managing an assigned portfolio, delivering financial advice, and utilizing credit union products. Collaborate closely with team members to support the financial growth of our small and medium-sized business and agriculture members. Your proactive approach will increase member wallet share by cross-selling high-quality financial products.
Key Responsibilities:
• Build strong relationships with business and agriculture members
• Manage a portfolio with expert financial guidance
• Collaborate with team members to meet financial needs
• Analyze loan applications for integrity and creditworthiness
• Utilize digital solutions to enhance member experience
Requirements:
• 4+ years in re...