We're looking for a Business Advisory Specialist who enjoys supporting business and agricultural members. If you're detail-oriented, thrive in a collaborative environment, and have experience supporting lending and business banking activities, this is an opportunity to make a meaningful impact helping local businesses and producers succeed.
What you’ll do: Support Business Advisors in growing and maintaining member relationships through a collaborative, team-based approach
Assist with commercial lending and financing activities, including initiating loan applications, preparing documentation, processing loan payouts, and coordinating fund disbursements Review member files and documentation to ensure information is complete, accurate, and properly maintained. Resolve complex member inquiries and proactively identify solutions that improve the member experience. Identify opportunities to deepen relationships through referrals and collaboration with internal partners.
What you’ll get:
A market-competitive salary plus bonuses for your hard work A total rewards package including health and dental benefits, pension and health spending account
Vacation time, personal days off and a paid volunteer day to help you maintain a healthy life/work balance
Meaningful work that helps business and agricultural members achieve their goals and strengthen our communities. What you’ve got: Post-secondary diploma or degree in a related field, plus 2 years of related experience or an equivalent combination of education and experience Experience in making expert product and service recommendations, including to businesses, as well as providing quality member centric referrals to other financial solutions experts Experience with using a broad range of digital channels and devices (i.e. online services, mobile applications, smartphones, tablets, etc.) Industry leading sales ability in growing a book, achieving targets, making referrals, and building a pipeline using a member centric approach
📌 Business Advisory Specialist (Rosthern)
🏢 Affinity Credit Union
📍 Rosthern
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