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Small Business Advisor

Company

Autismservices

Location

frontier no. 19, Canada

Type

Full-time

Employer Name: Innovation Federal Credit Union

Responsibilities

  • 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' financial needs (known and unknown).
  • Provide and cross-sell high quality financial products and services through proactive contact with the intent of increasing member wallet share.
  • Analyze loan applications for data integrity, potential fraud, and creditworthiness.
  • Utilize digital solutions to create efficiencies, simplify members banking needs, and enhance the member experience.
  • Must have the ability to travel to and cover regionally (up to 200 km) as required.

Qualifications

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