Business Banking Advisor (Cherry Lane Branch)

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    "ShortDescriptionStr": "We are currently seeking a Business Banking Advisor to join our team.\n\nThis 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.",
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    "ExternalDescriptionStr": "<p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">We are currently seeking a Business Banking Advisor to join our team.</span></span></p><p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">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.</span></span></p><p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\"><strong>Here’s what would be included as a part of your typical day</strong></span></span></p><ol><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\"><strong>Business Development:</strong> 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.</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\"><strong>Portfolio Management:</strong> Manages and grows an existing portfolio of business banking members; and their associated personal<strong> </strong>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.&nbsp; Engages with members, through interviews and other meetings, to identify their current and future financial needs and concerns.</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\"><strong>Sales and Service Strategy:</strong> Provides ongoing advisory services to business banking members; initiates referrals to product<strong> </strong>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 Tru Cooperative Bank.</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\"><strong>Wealth Management:</strong> As a licensed MFDA Advisor, provides wealth and investment solutions.</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\"><strong>Risk Management:</strong> 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.</span></span></li></ol><p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\"><strong>Required Skills, Experience &amp; Qualifications</strong></span></span></p><ul><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Bachelor's Degree in Business or equivalent combination of education and experience required</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Must complete the internal Tru Cooperative Bank certification program specific to this role within the required timeframe</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Mutual Funds License required</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">4 years retail/business/commercial lending or commercial credit experience or equivalent required</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Sales experience preferred</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Strong relationship builder and communicator with a demonstrated ability to work well in a team environment</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Results oriented attitude with demonstrated business development techniques</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Strong organizational and time management skills with the flexibility to adapt to a constantly changing environment</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Proficiency in Microsoft Office Applications, specifically MS Excel and Word.</span></span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 11pt;\">Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.</span></span></li></ul><p>&nbsp;</p>",
    "ObjectVerNumberProfile": "2",
    "PrimaryLocationCountry": "CA",
    "CorporateDescriptionStr": "<div>\n <p style=\"margin-bottom:0cm\"><b>What’s in it for you:</b></p>\n <p style=\"margin-bottom:0cm\">First, we strive to make our team members feel genuinely rewarded. You’ll have:&nbsp;</p>\n <ul>\n  <li>Mental health coverage and resources&nbsp;</li>\n  <li>Customizable health benefits, as well as topped-up parental leave&nbsp;</li>\n  <li>Performance-based compensation, employee banking advantages and group RRSP matching&nbsp;</li>\n  <li>Vacation time and flexible work arrangements to support your lifestyle&nbsp;</li>\n </ul>\n <p>We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.</p>\n <p style=\"margin-bottom:0cm\">We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.&nbsp;</p>\n <p style=\"margin-bottom:0cm\">By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.</p>\n <p style=\"margin-bottom:0cm\">Take the next step in your career as part of our team. Apply for this opportunity!&nbsp;</p>\n <p style=\"margin-bottom:0cm\">&nbsp;</p>\n <p style=\"margin-bottom:0cm\">&nbsp;<i>Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.&nbsp;</i></p>\n <p style=\"margin-bottom:0cm\">&nbsp;</p>\n <p style=\"margin-bottom:0cm\"><b>Diversity, Equity, Inclusion &amp; Belonging</b></p>\n <p style=\"margin-bottom:0cm\">At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.&nbsp;&nbsp;</p>\n <p style=\"margin-bottom:0cm\">We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.</p>\n <p style=\"margin-bottom:0cm\">&nbsp;If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.&nbsp;</p>\n <p style=\"margin-bottom:0cm\">Your individuality is welcome here.&nbsp;</p>\n <p style=\"margin-bottom:0cm\"><b>About Us</b>&nbsp;</p>\n <p style=\"margin-bottom:0cm\">We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby &amp; District Financial brands. Visit firstwestcu.ca for more information on Tru Cooperative Bank.&nbsp;</p>\n <p style=\"margin-bottom:0cm\"><i>Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.</i></p>\n <br>\n</div>",
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