Do you have a passion for helping agriculture and business clients in our communities succeed? This is your opportunity to partner with some of our most diverse and dynamic members, delivering forward-thinking, personalized advice and tailored financial solutions to meet their goals.
As a Branch Business/Ag Advisor, your focus is on Synergy’s business and agriculture clients (“members”). Your portfolio consists of members with more complex needs who require innovative and creative lending and deposit solutions to support their operations. In this position, you will get to know the agriculture and commercial markets, cultivate strong relationships, and generate growth by acquiring new members to Synergy.
The ideal candidate will be ambitious, influential, and organized. You have broad lending experience with a desire to focus in the business and ag space. You will partner with ag and business members at the branch level, providing commercial, agricultural, and consumer lending advice as well as account, investment, and estate planning solutions. The role collaborates with the Business & Ag Financial Centre and the Wealth Team when required to meet the broader and more involved financial needs of these valued members.
You are responsible for:
- Meeting with members to understand their business goals and advise on lending and other financial solutions,
- Identifying opportunities to successfully meet members’ needs, planting seeds for future products and services, and following up in a timely manner,
- Promoting retail products such as loans, mortgages, investments, mutual funds, credit cards, and account packages,
- Granting credit and managing a portfolio of members,
- Engaging in marketing and outreach activities to deepen existing relationships and proactively seek out new business opportunities and new members to grow the business,
- Collaborating with internal teams to deliver strong results for clients, and
- Completing activities aligned with legislation and Synergy’s policies and procedures.
Your Experience:
- You have a related post-secondary education (i.e., a Diploma or Degree) with seven years of related experience,
- You are competent in all areas of Consumer, Business and Agricultural lending,
- Previous experience in sales while working with goals, strong closing and referral techniques, and pipeline development,
- Strong relationship and business development skills conducive to creating and maintaining a sales pipeline,
- Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire.
*Even if you don’t meet every requirement, we encourage you to apply. There may be an opportunity to develop into the full expectations of the role. We’re committed to supporting your ongoing learning and development.
Submit your cover letter and resume to careers@synergycu.ca by end of day on Wednesday, March 19th, referencing competition #252501 in the subject line.
More details:
- Term: Permanent, full-time
- Hours: Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Must have the flexibility to work outside regular hours for travel, events, and member meetings.
- Location: The role is based out of Neilburg and will be required to travel to Marsden as required. Travel is a requirement; successful candidate must have access to reliable transportation.
What do we offer?
- Preferred rates on our products and services
- Benefits and Pension
- Competitive salary
- Investment in your professional development
- Community involvement and volunteer opportunities
A little more about us:
Synergy Credit Union is a people-inspired credit union with ambitious goals. We endeavour to deliver amazing financial experiences, earn customers’ (members’) trust, grow our relationships, and build sustainable communities.
We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.
We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.
We were named one of Saskatchewan’s Top Employers for the 8th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.
Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis.
We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.
Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.
Find out more about us! https://www.youtube.com/user/SynergyCreditUnion
