06 Nov
|
Beem Credit Union
|
Whistler
06 Nov
Beem Credit Union
Whistler
Serve Whistler and Pemberton businesses as a Business Advisor, applying credit underwriting and relationship management in a hybrid role.
Beem Credit Union seeks a Business Advisor for an assigned Small Business portfolio. You will provide tailored advice, manage business credit, and support financial wellness through deposit, credit, insurance, and investment solutions. The position requires travel between Whistler and Pemberton.
Key Responsibilities:
- Manage relationships with assigned business members
- Conduct discovery meetings about goals and opportunities
- Underwrite, monitor, and maintain business credit portfolios
- Develop opportunities through networking and proactive outreach
- Partner across Consumer, Commercial, Wealth, and Insurance
Requirements:
- Seven to ten years in financial services
- Five to seven years managing small business portfolios
- Understanding of accounting, credit underwriting, and risk assessment
- Bachelor’s degree in Business, Accounting, or Finance preferred
- Small Business Advisory or Certified Credit Skilled designation asset
Bring portfolio management, credit expertise, and tailored business advice to Beem members across Whistler and Pemberton.
📌 Small Business Banking Advisor (Whistler)
🏢 Beem Credit Union
📍 Whistler