Drive business success as a Local Business Advisor at PenFinancial Credit Union in Niagara and Haldimand Regions. Foster relationships while managing commercial portfolios and delivering customized banking solutions.
In this pivotal role, the Local Business Advisor will focus on enhancing member satisfaction while promoting financial growth for small businesses. You will develop new opportunities and maintain regular contact with members to strengthen ties and ensure their financial well-being. This role includes representing PenFinancial at local events and working collaboratively with branch teams to deliver outstanding service.
Key Responsibilities:
• Cultivate strong relationships with local businesses
• Conduct needs assessments and financial reviews
• Engage with the community to promote PenFinancial
• Manage a diverse commercial portfolio efficiently
• Ensure compliance with regulatory requirements
Requirements:
• University Degree or relevant experien...