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Publié il y a 26 jours

Business Banking Advisor (Surrey)

@ First West

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Surrey, Colombie-Britannique

Sur place4+ ans d’expérience
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First West is hiring a full-time Business Banking Advisor in Surrey to manage and grow an assigned portfolio of business banking members. The role combines relationship management, business development, wealth advisory and early-stage collections. The posting requires a Bachelor's degree or equivalent, a Mutual Funds licence and four years of lending or commercial credit experience.

Responsabilités :

  • Manage and grow an assigned business banking portfolio
  • Develop sales plans and pursue new business through community contacts
  • Conduct annual account reviews and ensure credit terms are met
  • Provide wealth and investment solutions as a licensed MFDA advisor
  • Initiate collections on accounts delinquent under 90 days

Résumé des exigences :

  • Bachelor's degree in business or equivalent experience
  • Mutual Funds licence required
  • Four years of retail, business or commercial lending experience
  • Completion of internal TCB certification program
  • Sales experience preferred

Outils et compétences

Microsoft ExcelMicrosoft Word
Source et dates

Site carrière / système de candidatures · oraclecloud

Date publiée par l’employeur
2026-10-15
Première détection par notre source
2026-10-15
Mise à jour du dossier source
2026-10-15

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineDéveloppement des affaires
Expérience4 an(s) et plus
Heures par semaine40 (estimé)
Horairejour
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsTCB certification program
FormationBaccalauréat (exigé)
Domaines d’étudesBusiness

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Description

We are currently seeking a full-time Business Banking Advisor to join our team in Surrey.

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.

Here’s what would be included as a part of your typical day

  1. Business Development: 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.
  2. Portfolio Management: Manages and grows an existing portfolio of business banking members; and their associated personalbanking 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. Engages with members, through interviews and other meetings, to identify their current and future financial needs and concerns.
  3. Sales and Service Strategy: Provides ongoing advisory services to business banking members; initiates referrals to productspecialist 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 (“TCB”).
  4. Wealth Management: As a licensed MFDA Advisor, provides wealth and investment solutions.

  5. Risk Management: 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.

Required Skills, Experience & Qualifications

  • Bachelor's Degree in Business or equivalent combination of education and experience required
  • Must complete the internal TCB certification program specific to this role within the required timeframe
  • Mutual Funds License required
  • 4 years retail/business/commercial lending or commercial credit experience or equivalent required
  • Sales experience preferred
  • Strong relationship builder and communicator with a demonstrated ability to work well in a team environment
  • Results oriented attitude with demonstrated business development techniques
  • Strong organizational and time management skills with the flexibility to adapt to a constantly changing environment
  • Proficiency in Microsoft Office Applications, specifically MS Excel and Word.
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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