9 meilleures offres (insurance advisor, lethbridge, ab) (à pourvoir)

Small Business Advisor
1st Choice Savings and Credit Union Ltd —Lethbridge, AB
- Temps plein
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- En présentiel
- Assurance Invalidité
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Associate of Member Development
1st Choice Savings and Credit Union Ltd —Coaldale, AB
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Financial Advisor
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Small Business Advisor

1st Choice Savings and Credit Union Ltd
Lethbridge, AB

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Détails du poste

Permanent | Temps plein

Avantages

Assurance Maladie Complémentaire
Assurance Invalidité
Assurance Dentaire
Programme d'Aide aux Employés
Assurance Vision
Assurance Vie

Compétences

Études postsecondaires
Finance
Services financiers
Affaires
Comptabilité
Compétences en communication

Description complète du poste

Company Overview

We’re excited to announce that 1st Choice Savings is expanding, with a brand-new branch coming to Coaldale, AB. This new location represents an important step in our continued growth and commitment to serving Southern Alberta communities. As we prepare to open our doors, we’re looking for passionate team members to join us and help bring our trusted advice, service, and expertise to Coaldale residents.

For further information, please check out our website at www.1stchoicesavings.ca

Location: Lethbridge, AB

Position: Small Business Advisor, Full-Time

Reporting to the Branch Manager, the Small Business Advisor builds and manages relationships with small business members by providing trusted financial advice, tailored banking solutions, and support throughout the business lifecycle. Acting as a primary point of contact, the Advisor works to understand members’ goals and challenges while aligning solutions with the Credit Union’s cooperative values and risk appetite.

What You’ll Do:

Member Relationship Management

Build and maintain strong, long-term relationships with small business members.
Serve as a trusted advisor by understanding members’ business models, cash flow, growth plans, and financial needs.
Proactively identify opportunities to enhance members’ financial well-being through relevant products and services.

Business Development & Portfolio Growth

Grow and manage a portfolio of small business members through referrals, networking, and community engagement.
Generate new business opportunities while deepening existing member relationships.
Collaborate with internal partners to deliver holistic financial solutions.

Lending & Credit Analysis

Assess credit applications for operating lines, term loans, and commercial mortgages.
Analyse financial statements, cash flow projections, and business plans.
Prepare credit recommendations in compliance with credit union policies and risk guidelines.

Advisory & Financial Solutions

Recommend appropriate deposit, cash management, and borrowing solutions.
Support members with digital banking tools and treasury services.
Provide guidance on business growth, succession, and transition planning.

Compliance & Risk Management

Ensure compliance with regulatory requirements and credit union policies.
Maintain accurate documentation and member records.
Participate in ongoing portfolio and credit reviews.

Who You Are:

Our ideal candidate will have the following:

Post-secondary education in Business, Finance, Accounting, or a related field.
3–5 years of experience in small business banking or financial services.
Strong understanding of small business financial statements and credit adjudication.
Excellent relationship management and communication skills.
Experience working in a credit union or cooperative financial institution.
Small business or commercial lending certification.

What We Offer:

Competitive compensation and benefits.
Professional development and training opportunities.
A collaborative, member-first, community-focused culture.

We thank all candidates for their interest, however only those candidates selected to be interviewed will be contacted.

Benefits:

Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
Vision care

Application question(s):

Are you currently employed and actively working for 1st Choice Savings and Credit Union?
What lending or credit analysis certification/training have you completed?

Work Location: In person

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : insurance advisor (lethbridge, ab)

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