Small Business Advisor

Location: Beaumont or Edmonton City Center

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.

We are looking for candidates with excellent communication and interpersonal skills, a strong ability to provide knowledgeable and timely advice, and a commitment to delivering exceptional customer service by effectively utilizing our products, services, and omni channels to meet our members’ needs. The key responsibilities for this role include:

• 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' ...