Step into the role of a Business Advisory Specialist at Affinity, offering support to agricultural and business members. Engage in a vibrant work workplace where collaboration and achievements are recognized and celebrated.
We are looking for a dedicated Business Advisory Specialist to assist Business Advisors in serving our members effectively. In this role, you will be involved in commercial lending activities, ensuring accuracy in member files, and proactively addressing member inquiries. Your efforts will contribute significantly to the success of local businesses through deeper relationship-building and expert referrals.
Key Responsibilities:
• Collaborate with Business Advisors to strengthen member ties
• Assist in preparing loan documentation and managing payouts
• Ensure member information is accurate and complete
• Address complex inquiries to enhance member satisfaction
• Find ways to deepen relationships via referrals
Requirements:
• Diploma or degree with 2 years relevant experience
• Ability to recommend financial products and services
• Experience with various digital platforms and tools
• Proven sales success in a member-centric approach
• Desire to contribute to community growth and member achievements
Leverage your expertise to help local businesses thrive while being a vital part of Affinity's mission.
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📌 Affinity Business Advisory Specialist Role (Saskatchewan)
🏢 Affinity Credit Union
📍 Saskatchewan
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